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

PUREfi Wealth’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	$577K	Buy	13,093 +1,520	+13%	+$68.9K	0.27%	87
2026 Q2	$534K	Buy	11,573 +463	+4%	+$21.4K	0.29%	85
2026 Q1	$513K	Buy	11,110 +4,336	+64%	+$202K	0.34%	74
2025 Q4	$315K	Sell	6,774 -733	-10%	-$34.3K	0.24%	112
2025 Q3	$351K	Sell	7,507 -2,173	-22%	-$101K	0.27%	108
2025 Q2	$448K	Buy	9,680 +1,665	+21%	+$76K	0.36%	71
2025 Q1	$369K	Sell	8,015 -2,283	-22%	-$104K	0.37%	80
2024 Q4	$465K	Buy	+10,298	New	+$473K	0.46%	57

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

PUREfi Wealth's IUSB Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q3 2026, buying an estimated $68.9K and bringing the position to 13,093 shares worth $577K. The position accounts for 0.27% of the portfolio, ranked #87.

PUREfi Wealth first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

PUREfi Wealth held 13,093 shares of iShares Core Universal USD Bond ETF worth $577K as of Q3 2026.
PUREfi Wealth bought 1,520 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $68.9K.
iShares Core Universal USD Bond ETF made up 0.27% of PUREfi Wealth's portfolio in Q3 2026, its #87 holding.
PUREfi Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.