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

Lighthouse 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	$208K	Buy	+4,725	New	+$214K	0.09%	93

Other funds holding IUSB

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 $710M AUM 7.01% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Lighthouse Financial's IUSB Position: Q3 2026 in Review

Lighthouse Financial opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 4,725 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #93 among its holdings.

295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Lighthouse Financial held 4,725 shares of iShares Core Universal USD Bond ETF worth $208K as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Lighthouse Financial position in Q3 2026.
iShares Core Universal USD Bond ETF made up 0.09% of Lighthouse Financial's portfolio in Q3 2026, its #93 holding.
295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.