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

Sagespring Wealth Partners’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	$9.9M	Buy	223,477 +51,483	+30%	+$2.33M	0.15%	82
2026 Q2	$7.94M	Sell	171,994 -80,177	-32%	-$3.7M	0.12%	97
2026 Q1	$11.6M	Buy	252,171 +119,571	+90%	+$5.57M	0.21%	64
2025 Q4	$6.17M	Buy	132,600 +3,700	+3%	+$173K	0.11%	99
2025 Q3	$6.02M	Sell	128,900 -8,570	-6%	-$396K	0.12%	94
2025 Q2	$6.36M	Buy	137,470 +3,532	+3%	+$161K	0.14%	87
2025 Q1	$6.17M	Buy	133,938 +68,231	+104%	+$3.11M	0.16%	77
2024 Q4	$2.97M	Buy	+65,707	New	+$3.02M	0.08%	112

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

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

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

Sagespring Wealth Partners's IUSB Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q3 2026, buying an estimated $2.33M and bringing the position to 223,477 shares worth $9.9M. The position accounts for 0.15% of the portfolio, ranked #82.

Sagespring Wealth Partners first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q1 2026. 566 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Sagespring Wealth Partners held 223,477 shares of iShares Core Universal USD Bond ETF worth $9.9M as of Q3 2026.
Sagespring Wealth Partners bought 51,483 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.33M.
iShares Core Universal USD Bond ETF made up 0.15% of Sagespring Wealth Partners's portfolio in Q3 2026, its #82 holding.
Sagespring Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $11.6M in Q1 2026.
566 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.