M Holdings Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

M Holdings Securities’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	$2.85M	Buy	63,814 +5,597	+10%	+$254K	0.18%	93
2026 Q2	$2.69M	Buy	58,217 +10,450	+22%	+$482K	0.37%	49
2026 Q1	$2.2M	Buy	47,767 +1,810	+4%	+$84.3K	0.15%	122
2025 Q4	$2.14M	Buy	+45,957	New	+$2.15M	0.15%	122
2025 Q3	–	Sell	-18,089	Closed	-$834K	–	131
2025 Q2	$834K	Buy	+18,089	New	+$825K	0.14%	103
2024 Q3	–	Sell	-29,859	Closed	-$1.35M	–	200
2024 Q2	$1.35M	Buy	+29,859	New	+$1.34M	0.18%	78
2023 Q2	–	Sell	-5,712	Closed	-$264K	–	327
2023 Q1	$264K	Sell	5,712 -333	-6%	-$15.2K	0.03%	381
2022 Q4	$272K	Hold	6,045	–	–	0.03%	359
2022 Q3	$269K	Buy	6,045 +143	+2%	+$6.67K	0.03%	342
2022 Q2	$276K	Sell	5,902 -48	-0.8%	-$2.28K	0.03%	356
2022 Q1	$295K	Buy	+5,950	New	+$303K	0.02%	397
2021 Q2	–	Sell	-4,820	Closed	-$254K	–	348
2021 Q1	$254K	Buy	+4,820	New	+$258K	0.02%	418

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 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

M Holdings Securities's IUSB Position: Q3 2026 in Review

M Holdings Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.6% in Q3 2026, buying an estimated $254K and bringing the position to 63,814 shares worth $2.85M. The position accounts for 0.18% of the portfolio, ranked #93.

M Holdings Securities first reported a position in IUSB in Q1 2021 and has held it in 12 quarters since. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

M Holdings Securities held 63,814 shares of iShares Core Universal USD Bond ETF worth $2.85M as of Q3 2026.
M Holdings Securities bought 5,597 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $254K.
iShares Core Universal USD Bond ETF made up 0.18% of M Holdings Securities's portfolio in Q3 2026, its #93 holding.
M Holdings Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 12 quarters since.
533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on M Holdings Securities's 13F filing for Q3 2026, filed 3 Nov 2026.