Salomon & Ludwin’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Salomon & Ludwin’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	$750	Hold	17	–	–	﹤0.01%	1655
2026 Q2	$781	Hold	17	–	–	﹤0.01%	2037
2026 Q1	$785	Hold	17	–	–	﹤0.01%	2020
2025 Q4	$792	Hold	17	–	–	﹤0.01%	2070
2025 Q3	$793	Hold	17	–	–	﹤0.01%	2064
2025 Q2	$782	Hold	17	–	–	﹤0.01%	776
2025 Q1	$783	Hold	17	–	–	﹤0.01%	658
2024 Q4	$768	Hold	17	–	–	﹤0.01%	670
2024 Q3	$801	Hold	17	–	–	﹤0.01%	674
2024 Q2	$769	Hold	17	–	–	﹤0.01%	672
2024 Q1	$775	Hold	17	–	–	﹤0.01%	787
2023 Q4	$743	Hold	17	–	–	﹤0.01%	706
2023 Q3	$743	Buy	+17	New	+$760	﹤0.01%	703

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

Salomon & Ludwin's IUSB Position: Q3 2026 in Review

Salomon & Ludwin held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2026 at 17 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Salomon & Ludwin first reported a position in IUSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $801 in Q3 2024. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Salomon & Ludwin held 17 shares of iShares Core Universal USD Bond ETF worth $750 as of Q3 2026.
Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q3 2026, its #1655 holding.
Salomon & Ludwin first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's iShares Core Universal USD Bond ETF position peaked at $801 in Q3 2024.
607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.