Plan Group Financial
IUSB icon

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

Plan Group Financial’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 		$258K Buy
5,799
+327
+6% +$14.8K 0.05% 199
2026
Q2 		$253K Sell
5,472
-2,111
-28% -$97.3K 0.05% 202
2026
Q1 		$350K Buy
+7,583
New +$353K 0.08% 149
2023
Q3 		– Sell
-9,605
Closed -$431K – 84
2023
Q2 		$431K Buy
+9,605
New +$440K 0.36% 39

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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 $486M AUM 6.35% 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

Plan Group Financial's IUSB Position: Q3 2026 in Review

Plan Group Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6% in Q3 2026, buying an estimated $14.8K and bringing the position to 5,799 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #199.

Plan Group Financial first reported a position in IUSB in Q2 2023 and has held it in 4 quarters since. The position peaked at $431K in Q2 2023. 321 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Plan Group Financial held 5,799 shares of iShares Core Universal USD Bond ETF worth $258K as of Q3 2026.
  • Plan Group Financial bought 327 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $14.8K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #199 holding.
  • Plan Group Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • Plan Group Financial's iShares Core Universal USD Bond ETF position peaked at $431K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.