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

Maia Wealth’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	$4.3M	Buy	97,502 +38,708	+66%	+$1.75M	0.59%	48
2026 Q2	$2.71M	Sell	58,794 -3,929	-6%	-$181K	0.4%	78
2026 Q1	$2.9M	Sell	62,723 -5,912	-9%	-$276K	0.49%	58
2025 Q4	$3.22M	Sell	68,635 -4,387	-6%	-$205K	0.55%	49
2025 Q3	$3.41M	Sell	73,022 -28,342	-28%	-$1.31M	0.57%	41
2025 Q2	$4.69M	Sell	101,364 -10,747	-10%	-$490K	0.89%	23
2025 Q1	$5.09M	Buy	112,111 +4,210	+4%	+$192K	1.15%	18
2024 Q4	$4.91M	Sell	107,901 -40,041	-27%	-$1.84M	1.06%	20
2024 Q3	$6.81M	Buy	147,942 +48,651	+49%	+$2.26M	1.68%	9
2024 Q2	$4.53M	Buy	+99,291	New	+$4.46M	1.36%	16
2023 Q4	$3.18M	Buy	+69,085	New	+$3.05M	1.28%	15

Other funds holding IUSB

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

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

Maia Wealth's IUSB Position: Q3 2026 in Review

Maia Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 66% in Q3 2026, buying an estimated $1.75M and bringing the position to 97,502 shares worth $4.3M. The position accounts for 0.59% of the portfolio, ranked #48.

Maia Wealth first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.81M in Q3 2024. 519 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Maia Wealth held 97,502 shares of iShares Core Universal USD Bond ETF worth $4.3M as of Q3 2026.
Maia Wealth bought 38,708 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.75M.
iShares Core Universal USD Bond ETF made up 0.59% of Maia Wealth's portfolio in Q3 2026, its #48 holding.
Maia Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares Core Universal USD Bond ETF position peaked at $6.81M in Q3 2024.
519 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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