Perigon Wealth Management
IUSB icon

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

Perigon 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 		$57.1M Buy
1,294,158
+382,169
+42% +$17.3M 0.88% 17
2026
Q2 		$42.1M Buy
911,989
+232,791
+34% +$10.7M 0.66% 27
2026
Q1 		$31.4M Buy
679,198
+45,772
+7% +$2.13M 0.57% 34
2025
Q4 		$29.5M Buy
633,426
+50,648
+9% +$2.37M 0.53% 37
2025
Q3 		$27.2M Sell
582,778
-1,110
-0.2% -$51.3K 0.56% 33
2025
Q2 		$27M Sell
583,888
-76,113
-12% -$3.47M 0.63% 30
2025
Q1 		$30.4M Sell
660,001
-230,115
-26% -$10.5M 0.78% 19
2024
Q4 		$40.2M Sell
890,116
-68,065
-7% -$3.12M 0.99% 15
2024
Q3 		$45.1M Buy
958,181
+242,571
+34% +$11.3M 1.19% 11
2024
Q2 		$32.4M Buy
715,610
+12,441
+2% +$559K 0.94% 17
2024
Q1 		$32.1M Buy
703,169
+312,506
+80% +$14.2M 0.97% 15
2023
Q4 		$18M Buy
390,663
+11,146
+3% +$493K 0.59% 34
2023
Q3 		$16.6M Sell
379,517
-68,252
-15% -$3.05M 0.67% 31
2023
Q2 		$20.4M Buy
447,769
+124,774
+39% +$5.71M 0.8% 20
2023
Q1 		$14.9M Buy
322,995
+91,802
+40% +$4.2M 0.85% 19
2022
Q4 		$10.4M Buy
231,193
+45,046
+24% +$2.01M 0.64% 31
2022
Q3 		$8.28M Buy
186,147
+38,439
+26% +$1.79M 0.72% 23
2022
Q2 		$6.92M Sell
147,708
-63,196
-30% -$3M 0.58% 32
2022
Q1 		$10.5M Buy
210,904
+68,767
+48% +$3.5M 0.74% 23
2021
Q4 		$7.52M Buy
142,137
+3,807
+3% +$202K 0.54% 34
2021
Q3 		$7.36M Buy
138,330
+27,218
+24% +$1.46M 0.64% 28
2021
Q2 		$5.94M Buy
111,112
+36,560
+49% +$1.94M 0.53% 37
2021
Q1 		$3.93M Buy
+74,552
New +$4M 0.4% 53

Other funds holding IUSB

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 $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Perigon Wealth Management's IUSB Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 42% in Q3 2026, buying an estimated $17.3M and bringing the position to 1,294,158 shares worth $57.1M. The position accounts for 0.88% of the portfolio, ranked #17.

Perigon Wealth Management 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.

  • Perigon Wealth Management held 1,294,158 shares of iShares Core Universal USD Bond ETF worth $57.1M as of Q3 2026.
  • Perigon Wealth Management bought 382,169 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $17.3M.
  • iShares Core Universal USD Bond ETF made up 0.88% of Perigon Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Perigon Wealth Management 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 Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.