Pine Grove Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Pine Grove Financial Group’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	$71.6M	Buy	1,624,870 +447,852	+38%	+$20.3M	6.94%	3
2026 Q2	$54.3M	Buy	1,177,018 +317,887	+37%	+$14.7M	5.49%	3
2026 Q1	$39.7M	Buy	859,131 +51,881	+6%	+$2.42M	4.61%	3
2025 Q4	$37.6M	Buy	+807,250	New	+$37.7M	4.53%	3

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Pine Grove Financial Group's IUSB Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q3 2026, buying an estimated $20.3M and bringing the position to 1,624,870 shares worth $71.6M. The position accounts for 6.94% of the portfolio, ranked #3.

Pine Grove Financial Group first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Pine Grove Financial Group held 1,624,870 shares of iShares Core Universal USD Bond ETF worth $71.6M as of Q3 2026.
Pine Grove Financial Group bought 447,852 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $20.3M.
iShares Core Universal USD Bond ETF made up 6.94% of Pine Grove Financial Group's portfolio in Q3 2026, its #3 holding.
Pine Grove Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
233 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.