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

Lockerman Financial Group’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	$1.51M	Buy	32,635 +14,837	+83%	+$684K	2.3%	11
2026 Q1	$822K	Buy	17,798 +5,953	+50%	+$277K	1.48%	17
2025 Q4	$551K	Buy	11,845 +1,064	+10%	+$49.7K	1.06%	25
2025 Q3	$504K	Sell	10,781 -1,352	-11%	-$62.5K	0.63%	39
2025 Q2	$561K	Sell	12,133 -1,076	-8%	-$49.1K	0.76%	31
2025 Q1	$609K	Buy	13,209 +6,222	+89%	+$284K	0.92%	24
2024 Q4	$316K	Buy	+6,987	New	+$321K	0.54%	61

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return