MN Wealth Advisors
IUSB icon

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

MN Wealth Advisors’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 		$1.61M Buy
36,520
+6,307
+21% +$286K 0.65% 28
2026
Q2 		$1.39M Buy
30,213
+6,802
+29% +$314K 0.59% 31
2026
Q1 		$1.08M Sell
23,411
-453
-2% -$21.1K 0.53% 39
2025
Q4 		$1.11M Sell
23,864
-106
-0.4% -$4.96K 0.56% 37
2025
Q3 		$1.12M Sell
23,970
-2,318
-9% -$107K 0.6% 36
2025
Q2 		$1.22M Buy
26,288
+4,479
+21% +$204K 0.71% 31
2025
Q1 		$1M Sell
21,809
-204
-0.9% -$9.3K 0.59% 44
2024
Q4 		$995K Buy
22,013
+412
+2% +$18.9K 0.56% 42
2024
Q3 		$1.02M Sell
21,601
-1,148
-5% -$53.3K 0.58% 39
2024
Q2 		$1.03M Sell
22,749
-543
-2% -$24.4K 0.6% 38
2024
Q1 		$1.06M Buy
23,292
+870
+4% +$39.6K 0.66% 36
2023
Q4 		$1.03M Buy
+22,422
New +$991K 0.71% 34

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

MN Wealth Advisors's IUSB Position: Q3 2026 in Review

MN Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q3 2026, buying an estimated $286K and bringing the position to 36,520 shares worth $1.61M. The position accounts for 0.65% of the portfolio, ranked #28.

MN Wealth Advisors first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • MN Wealth Advisors held 36,520 shares of iShares Core Universal USD Bond ETF worth $1.61M as of Q3 2026.
  • MN Wealth Advisors bought 6,307 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $286K.
  • iShares Core Universal USD Bond ETF made up 0.65% of MN Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • MN Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.