Professional Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Professional Financial Advisors’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	$3.36M	Buy	76,142 +14,475	+23%	+$656K	0.57%	28
2026 Q2	$2.85M	Buy	61,667 +3,843	+7%	+$177K	0.49%	34
2026 Q1	$2.67M	Buy	57,824 +52,939	+1,084%	+$2.47M	0.54%	31
2025 Q4	$227K	Buy	4,885 +8	+0.2%	+$374	0.05%	123
2025 Q3	$228K	Buy	4,877 +342	+8%	+$15.8K	0.05%	118
2025 Q2	$210K	Sell	4,535 -778	-15%	-$35.5K	0.05%	114
2025 Q1	$245K	Buy	+5,313	New	+$242K	0.06%	95
2022 Q4	–	Sell	-1,475	Closed	-$66K	–	266
2022 Q3	$66K	Buy	1,475 +3	+0.2%	+$140	0.04%	126
2022 Q2	$69K	Buy	1,472 +55	+4%	+$2.61K	0.04%	127
2022 Q1	$70K	Buy	+1,417	New	+$72.2K	0.03%	123

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Professional Financial Advisors's IUSB Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q3 2026, buying an estimated $656K and bringing the position to 76,142 shares worth $3.36M. The position accounts for 0.57% of the portfolio, ranked #28.

Professional Financial Advisors first reported a position in IUSB in Q1 2022 and has held it in 10 quarters since. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Professional Financial Advisors held 76,142 shares of iShares Core Universal USD Bond ETF worth $3.36M as of Q3 2026.
Professional Financial Advisors bought 14,475 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $656K.
iShares Core Universal USD Bond ETF made up 0.57% of Professional Financial Advisors's portfolio in Q3 2026, its #28 holding.
Professional Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 10 quarters since.
607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.