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LifeSteps Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LifeSteps Financial’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Buy
+6,839
New +$315K 0.15% 76
2022
Q4 		– Sell
-13,558
Closed -$603K – 77
2022
Q3 		$603K Sell
13,558
-1,412
-9% -$65.9K 0.68% 32
2022
Q2 		$701K Sell
14,970
-3,445
-19% -$164K 0.73% 29
2022
Q1 		$914K Buy
+18,415
New +$939K 0.68% 31

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's IUSB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 6,839 shares worth $316K. The stake represents 0.15% of the portfolio and ranks #76 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IUSB as recently as Q3 2022.

LifeSteps Financial first reported a position in IUSB in Q1 2022 and has held it in 4 quarters since. The position peaked at $914K in Q1 2022. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • LifeSteps Financial held 6,839 shares of iShares Core Universal USD Bond ETF worth $316K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.15% of LifeSteps Financial's portfolio in Q2 2026, its #76 holding.
  • LifeSteps Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • LifeSteps Financial's iShares Core Universal USD Bond ETF position peaked at $914K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.