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

Provident 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	$12.8K	Hold	291	–	–	﹤0.01%	110
2026 Q2	$13.4K	Hold	291	–	–	﹤0.01%	144
2026 Q1	$13.4K	Hold	291	–	–	﹤0.01%	125
2025 Q4	$13.5K	Sell	291 -42	-13%	-$1.96K	﹤0.01%	129
2025 Q3	$15.6K	Sell	333 -130	-28%	-$6.01K	﹤0.01%	128
2025 Q2	$21.4K	Hold	463	–	–	0.01%	123
2025 Q1	$21.3K	Hold	463	–	–	0.01%	121
2024 Q4	$20.9K	Hold	463	–	–	0.01%	109
2024 Q3	$21.8K	Buy	+463	New	+$21.5K	0.01%	110

Other funds holding IUSB

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

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 $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Provident Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2026 at 291 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Provident Wealth Management first reported a position in IUSB in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.8K in Q3 2024. 388 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Provident Wealth Management held 291 shares of iShares Core Universal USD Bond ETF worth $12.8K as of Q3 2026.
Provident Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q3 2026, its #110 holding.
Provident Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 9 quarters since.
Provident Wealth Management's iShares Core Universal USD Bond ETF position peaked at $21.8K in Q3 2024.
388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.