Mason & Associates (Virginia)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mason & Associates (Virginia)’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	$134M	Buy	3,031,334 +85,386	+3%	+$3.87M	27.5%	2
2026 Q2	$136M	Buy	2,945,948 +48,698	+2%	+$2.25M	28.29%	2
2026 Q1	$134M	Buy	2,897,250 +66,130	+2%	+$3.08M	30.64%	1
2025 Q4	$132M	Buy	2,831,120 +395,303	+16%	+$18.5M	29.96%	2
2025 Q3	$113M	Buy	2,435,817 +1	+0%	+$46	28.28%	2
2025 Q2	$113M	Sell	2,435,816 -257,586	-10%	-$11.8M	28.28%	2
2025 Q1	$124M	Buy	2,693,402 +122,407	+5%	+$5.58M	35.75%	1
2024 Q4	$116M	Buy	2,570,995 +97,484	+4%	+$4.47M	34.71%	2
2024 Q3	$117M	Buy	2,473,511 +95,698	+4%	+$4.44M	35.66%	1
2024 Q2	$108M	Buy	+2,377,813	New	+$107M	35.3%	1

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

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

Mason & Associates (Virginia)'s IUSB Position: Q3 2026 in Review

Mason & Associates (Virginia) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.9% in Q3 2026, buying an estimated $3.87M and bringing the position to 3,031,334 shares worth $134M. The position accounts for 27.5% of the portfolio, ranked #2.

Mason & Associates (Virginia) first reported a position in IUSB in Q2 2024 and has held it in 10 quarters since. The position peaked at $136M in Q2 2026. 556 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Mason & Associates (Virginia) held 3,031,334 shares of iShares Core Universal USD Bond ETF worth $134M as of Q3 2026.
Mason & Associates (Virginia) bought 85,386 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $3.87M.
iShares Core Universal USD Bond ETF made up 27.5% of Mason & Associates (Virginia)'s portfolio in Q3 2026, its #2 holding.
Mason & Associates (Virginia) first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 10 quarters since.
Mason & Associates (Virginia)'s iShares Core Universal USD Bond ETF position peaked at $136M in Q2 2026.
556 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q3 2026, filed 20 Oct 2026.