Oregon Pacific Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Oregon Pacific Wealth 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	$1.05M	Buy	23,710 +4,014	+20%	+$182K	0.97%	19
2026 Q2	$909K	Buy	19,696 +2,266	+13%	+$104K	0.85%	25
2026 Q1	$805K	Buy	17,430 +1,867	+12%	+$87K	0.84%	26
2025 Q4	$724K	Buy	15,563 +2,588	+20%	+$121K	0.75%	29
2025 Q3	$606K	Buy	12,975 +2,627	+25%	+$121K	0.52%	48
2025 Q2	$478K	Buy	10,348 +1,958	+23%	+$89.3K	0.45%	59
2025 Q1	$387K	Buy	+8,390	New	+$382K	0.39%	76

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

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

Oregon Pacific Wealth Management's IUSB Position: Q3 2026 in Review

Oregon Pacific Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q3 2026, buying an estimated $182K and bringing the position to 23,710 shares worth $1.05M. The position accounts for 0.97% of the portfolio, ranked #19.

Oregon Pacific Wealth Management first reported a position in IUSB in Q1 2025 and has held it in 7 quarters since. 531 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Oregon Pacific Wealth Management held 23,710 shares of iShares Core Universal USD Bond ETF worth $1.05M as of Q3 2026.
Oregon Pacific Wealth Management bought 4,014 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $182K.
iShares Core Universal USD Bond ETF made up 0.97% of Oregon Pacific Wealth Management's portfolio in Q3 2026, its #19 holding.
Oregon Pacific Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 7 quarters since.
531 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.