One Advisory Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

One Advisory Partners’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	$45.9M	Buy	1,041,065 +253,419	+32%	+$11.5M	12.4%	2
2026 Q2	$36.3M	Buy	787,646 +76,529	+11%	+$3.53M	9.89%	2
2026 Q1	$32.8M	Buy	711,117 +33,776	+5%	+$1.57M	10.12%	2
2025 Q4	$31.5M	Buy	677,341 +29,746	+5%	+$1.39M	9.51%	1
2025 Q3	$30.3M	Sell	647,595 -29,845	-4%	-$1.38M	9.3%	1
2025 Q2	$31.1M	Sell	677,440 -10,051	-1%	-$459K	10.38%	1
2025 Q1	$31.7M	Sell	687,491 -15,333	-2%	-$699K	13.53%	2
2024 Q4	$31.8M	Sell	702,824 -93,310	-12%	-$4.28M	14.1%	2
2024 Q3	$37.5M	Buy	796,134 +149,505	+23%	+$6.94M	16.46%	2
2024 Q2	$29.2M	Buy	646,629 +24,309	+4%	+$1.09M	13.48%	2
2024 Q1	$28.4M	Buy	622,320 +207,123	+50%	+$9.43M	13.94%	2
2023 Q4	$19.1M	Sell	415,197 -54,978	-12%	-$2.43M	10.04%	2
2023 Q3	$20.6M	Sell	470,175 -16,464	-3%	-$736K	12.01%	2
2023 Q2	$22.1M	Buy	486,639 +17,686	+4%	+$809K	12.45%	2
2023 Q1	$21.6M	Buy	468,953 +63,522	+16%	+$2.91M	12.73%	2
2022 Q4	$18.2M	Buy	405,431 +94,494	+30%	+$4.23M	11.61%	2
2022 Q3	$13.8M	Sell	310,937 -23,310	-7%	-$1.09M	9.54%	2
2022 Q2	$15.6M	Buy	334,247 +850	+0.3%	+$40.4K	10.37%	3
2022 Q1	$16.5M	Buy	333,397 +68,455	+26%	+$3.49M	9.64%	3
2021 Q4	$14M	Buy	264,942 +27,917	+12%	+$1.48M	7.99%	3
2021 Q3	$12.6M	Buy	237,025 +10,142	+4%	+$545K	7.83%	4
2021 Q2	$12.1M	Buy	226,883 +23,793	+12%	+$1.26M	7.46%	5
2021 Q1	$10.7M	Buy	+203,090	New	+$10.9M	7.03%	5

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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

One Advisory Partners's IUSB Position: Q3 2026 in Review

One Advisory Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q3 2026, buying an estimated $11.5M and bringing the position to 1,041,065 shares worth $45.9M. The position accounts for 12.4% of the portfolio, ranked #2.

One Advisory Partners first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

One Advisory Partners held 1,041,065 shares of iShares Core Universal USD Bond ETF worth $45.9M as of Q3 2026.
One Advisory Partners bought 253,419 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $11.5M.
iShares Core Universal USD Bond ETF made up 12.4% of One Advisory Partners's portfolio in Q3 2026, its #2 holding.
One Advisory Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.