One Wealth Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

One Wealth Capital Management’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	$13.5M	Buy	305,122 +10,323	+4%	+$468K	5.03%	3
2026 Q2	$13.6M	Buy	294,799 +116,308	+65%	+$5.36M	3.83%	4
2026 Q1	$8.27M	Buy	178,491 +3,381	+2%	+$158K	3.61%	7
2025 Q4	$8.15M	Buy	175,110 +1,256	+0.7%	+$58.7K	3.47%	6
2025 Q3	$8.12M	Sell	173,854 -30,428	-15%	-$1.41M	3.64%	4
2025 Q2	$9.44M	Sell	204,282 -3,360	-2%	-$153K	4.43%	3
2025 Q1	$9.6M	Sell	207,642 -8,554	-4%	-$390K	5.13%	3
2024 Q4	$9.8M	Buy	+216,196	New	+$9.9M	4.96%	3

Other funds holding IUSB

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

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 $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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

One Wealth Capital Management's IUSB Position: Q3 2026 in Review

One Wealth Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.5% in Q3 2026, buying an estimated $468K and bringing the position to 305,122 shares worth $13.5M. The position accounts for 5.03% of the portfolio, ranked #3.

One Wealth Capital Management first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.6M in Q2 2026. 392 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

One Wealth Capital Management held 305,122 shares of iShares Core Universal USD Bond ETF worth $13.5M as of Q3 2026.
One Wealth Capital Management bought 10,323 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $468K.
iShares Core Universal USD Bond ETF made up 5.03% of One Wealth Capital Management's portfolio in Q3 2026, its #3 holding.
One Wealth Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
One Wealth Capital Management's iShares Core Universal USD Bond ETF position peaked at $13.6M in Q2 2026.
392 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.