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Security Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Security Financial Services’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
Q2 		$12.8M Buy
276,857
+66,779
+32% +$3.08M 1.77% 13
2026
Q1 		$9.7M Buy
210,078
+12,893
+7% +$601K 1.53% 18
2025
Q4 		$9.18M Buy
197,185
+1,355
+0.7% +$63.3K 1.44% 22
2025
Q3 		$9.15M Sell
195,830
-32,607
-14% -$1.51M 1.48% 22
2025
Q2 		$10.6M Sell
228,437
-13,807
-6% -$630K 1.87% 15
2025
Q1 		$11.2M Sell
242,244
-9,304
-4% -$424K 2.22% 10
2024
Q4 		$11.4M Sell
251,548
-10,908
-4% -$501K 2.32% 10
2024
Q3 		$12.4M Buy
262,456
+6,925
+3% +$321K 2.52% 10
2024
Q2 		$11.6M Sell
255,531
-29,697
-10% -$1.34M 2.51% 9
2024
Q1 		$13M Buy
285,228
+55,015
+24% +$2.5M 2.93% 6
2023
Q4 		$10.6M Sell
230,213
-63,053
-22% -$2.79M 2.6% 5
2023
Q3 		$12.8M Buy
293,266
+36,961
+14% +$1.65M 3.62% 3
2023
Q2 		$11.7M Buy
256,305
+33,616
+15% +$1.54M 3.31% 4
2023
Q1 		$10.3M Buy
222,689
+2,828
+1% +$129K 3.12% 4
2022
Q4 		$9.88M Sell
219,861
-10,910
-5% -$488K 3.06% 5
2022
Q3 		$10.3M Sell
230,771
-26,020
-10% -$1.21M 3.5% 3
2022
Q2 		$12M Buy
256,791
+24,655
+11% +$1.17M 3.83% 3
2022
Q1 		$11.5M Buy
232,136
+91,423
+65% +$4.66M 3.65% 3
2021
Q4 		$7.45M Buy
+140,713
New +$7.46M 2.48% 7

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return