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 Q3	$2.9M	Buy	65,858 +59,019	+863%	+$2.67M	1.39%	20
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LifeSteps Financial's IUSB Position: Q3 2026 in Review

LifeSteps Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 863% in Q3 2026, buying an estimated $2.67M and bringing the position to 65,858 shares worth $2.9M. The position accounts for 1.39% of the portfolio, ranked #20.

LifeSteps Financial first reported a position in IUSB in Q1 2022 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

LifeSteps Financial held 65,858 shares of iShares Core Universal USD Bond ETF worth $2.9M as of Q3 2026.
LifeSteps Financial bought 59,019 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.67M.
iShares Core Universal USD Bond ETF made up 1.39% of LifeSteps Financial's portfolio in Q3 2026, its #20 holding.
LifeSteps Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.