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

Mather 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 Q3	$2.97M	Buy	67,416 +24,989	+59%	+$1.13M	0.03%	224
2026 Q2	$1.96M	Buy	42,427 +12,296	+41%	+$567K	0.02%	269
2026 Q1	$1.39M	Buy	30,131 +15,650	+108%	+$729K	0.01%	275
2025 Q4	$674K	Buy	14,481 +2,447	+20%	+$114K	0.01%	350
2025 Q3	$562K	Sell	12,034 -3,854	-24%	-$178K	0.01%	382
2025 Q2	$735K	Sell	15,888 -1,051	-6%	-$48K	0.01%	319
2025 Q1	$781K	Buy	16,939 +1,766	+12%	+$80.5K	0.01%	286
2024 Q4	$686K	Sell	15,173 -4,014	-21%	-$184K	0.01%	291
2024 Q3	$904K	Buy	19,187 +10,506	+121%	+$488K	0.01%	253
2024 Q2	$396K	Buy	8,681 +6,065	+232%	+$273K	﹤0.01%	465
2024 Q1	$121K	Buy	+2,616	New	+$119K	﹤0.01%	657

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Mather Group's IUSB Position: Q3 2026 in Review

Mather Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 59% in Q3 2026, buying an estimated $1.13M and bringing the position to 67,416 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #224.

Mather Group first reported a position in IUSB in Q1 2024 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Mather Group held 67,416 shares of iShares Core Universal USD Bond ETF worth $2.97M as of Q3 2026.
Mather Group bought 24,989 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.13M.
iShares Core Universal USD Bond ETF made up 0.03% of Mather Group's portfolio in Q3 2026, its #224 holding.
Mather Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
193 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.