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LongView Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LongView Wealth Management’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 		$2.35M Buy
53,269
+9,308
+21% +$422K 0.57% 46
2026
Q2 		$2.03M Buy
43,961
+14,690
+50% +$677K 0.52% 48
2026
Q1 		$1.36M Buy
29,271
+680
+2% +$31.7K 0.34% 68
2025
Q4 		$1.33M Buy
28,591
+18,821
+193% +$880K 0.32% 67
2025
Q3 		$456K Sell
9,770
-443
-4% -$20.5K 0.12% 131
2025
Q2 		$472K Sell
10,213
-1,774
-15% -$81K 0.14% 123
2025
Q1 		$552K Buy
11,987
+203
+2% +$9.25K 0.17% 110
2024
Q4 		$533K Buy
11,784
+593
+5% +$27.2K 0.16% 112
2024
Q3 		$527K Buy
11,191
+1,005
+10% +$46.6K 0.17% 107
2024
Q2 		$461K Sell
10,186
-159
-2% -$7.15K 0.17% 104
2024
Q1 		$472K Sell
10,345
-2,735
-21% -$124K 0.19% 105
2023
Q4 		$598K Buy
+13,080
New +$578K 0.27% 83

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

LongView Wealth Management's IUSB Position: Q3 2026 in Review

LongView Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q3 2026, buying an estimated $422K and bringing the position to 53,269 shares worth $2.35M. The position accounts for 0.57% of the portfolio, ranked #46.

LongView Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • LongView Wealth Management held 53,269 shares of iShares Core Universal USD Bond ETF worth $2.35M as of Q3 2026.
  • LongView Wealth Management bought 9,308 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $422K.
  • iShares Core Universal USD Bond ETF made up 0.57% of LongView Wealth Management's portfolio in Q3 2026, its #46 holding.
  • LongView Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.