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

Sculati 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	$2.77M	Sell	62,797 -2,571	-4%	-$117K	0.91%	35
2026 Q2	$2.99M	Buy	65,368 +2,655	+4%	+$122K	1%	30
2026 Q1	$2.9M	Buy	62,713 +17,078	+37%	+$796K	1.07%	28
2025 Q4	$2.12M	Buy	45,635 +16,163	+55%	+$756K	0.75%	42
2025 Q3	$1.38M	Buy	29,472 +16,051	+120%	+$742K	0.49%	57
2025 Q2	$620K	Buy	+13,421	New	+$612K	0.23%	82

Other funds holding IUSB

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 $710M AUM 7.01% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Sculati Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.9% in Q3 2026, selling an estimated $117K and leaving 62,797 shares worth $2.77M. The position accounts for 0.91% of the portfolio, ranked #35.

Sculati Wealth Management first reported a position in IUSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.99M in Q2 2026. 227 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Sculati Wealth Management held 62,797 shares of iShares Core Universal USD Bond ETF worth $2.77M as of Q3 2026.
Sculati Wealth Management sold 2,571 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $117K.
iShares Core Universal USD Bond ETF made up 0.91% of Sculati Wealth Management's portfolio in Q3 2026, its #35 holding.
Sculati Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 6 quarters since.
Sculati Wealth Management's iShares Core Universal USD Bond ETF position peaked at $2.99M in Q2 2026.
227 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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