Park Avenue Securities
IUSB icon

Park Avenue Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Park Avenue Securities’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 		$692M Buy
15,696,885
+2,783,245
+22% +$126M 4.23% 2
2026
Q2 		$596M Buy
12,913,640
+3,956,867
+44% +$182M 3.72% 2
2026
Q1 		$414M Buy
8,956,773
+352,950
+4% +$16.4M 3.23% 6
2025
Q4 		$400M Sell
8,603,823
-323,274
-4% -$15.1M 3.39% 6
2025
Q3 		$417M Sell
8,927,097
-1,499,878
-14% -$69.4M 3.25% 5
2025
Q2 		$482M Sell
10,426,975
-464,918
-4% -$21.2M 4.43% 2
2025
Q1 		$502M Sell
10,891,893
-6,193
-0.1% -$282K 6.17% 2
2024
Q4 		$493M Sell
10,898,086
-1,600,071
-13% -$73.4M 5.07% 2
2024
Q3 		$589M Buy
12,498,157
+1,890,434
+18% +$87.7M 6.62% 2
2024
Q2 		$480M Sell
10,607,723
-264,060
-2% -$11.9M 5.86% 2
2024
Q1 		$496M Buy
10,871,783
+3,035,201
+39% +$138M 6.4% 2
2023
Q4 		$361M Sell
7,836,582
-1,043,838
-12% -$46.1M 4.99% 2
2023
Q3 		$388M Sell
8,880,420
-819,226
-8% -$36.6M 6.02% 2
2023
Q2 		$441M Buy
9,699,646
+152,202
+2% +$6.96M 6.98% 2
2023
Q1 		$441M Buy
9,547,444
+2,070,597
+28% +$94.8M 7.58% 2
2022
Q4 		$336M Buy
7,476,847
+1,127,183
+18% +$50.4M 5.96% 3
2022
Q3 		$283M Buy
6,349,664
+20,943
+0.3% +$977K 5.63% 3
2022
Q2 		$296M Buy
6,328,721
+251,235
+4% +$11.9M 5.74% 3
2022
Q1 		$302M Buy
6,077,486
+1,246,767
+26% +$63.5M 5.29% 3
2021
Q4 		$256M Buy
4,830,719
+286,238
+6% +$15.2M 4.52% 5
2021
Q3 		$242M Buy
4,544,481
+61,586
+1% +$3.31M 4.86% 4
2021
Q2 		$240M Buy
4,482,895
+614,118
+16% +$32.6M 5.09% 4
2021
Q1 		$204M Buy
+3,868,777
New +$207M 4.95% 4

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Park Avenue Securities's IUSB Position: Q3 2026 in Review

Park Avenue Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q3 2026, buying an estimated $126M and bringing the position to 15,696,885 shares worth $692M. The position accounts for 4.23% of the portfolio, ranked #2.

Park Avenue Securities first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Park Avenue Securities held 15,696,885 shares of iShares Core Universal USD Bond ETF worth $692M as of Q3 2026.
  • Park Avenue Securities bought 2,783,245 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $126M.
  • iShares Core Universal USD Bond ETF made up 4.23% of Park Avenue Securities's portfolio in Q3 2026, its #2 holding.
  • Park Avenue Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Park Avenue Securities's 13F filing for Q3 2026, filed 26 Oct 2026.