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

Semus 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 		$1.14M Buy
25,888
+6,075
+31% +$275K 0.52% 41
2026
Q2 		$914K Buy
19,813
+6,950
+54% +$320K 0.44% 47
2026
Q1 		$594K Buy
12,863
+4
+0% +$186 0.33% 53
2025
Q4 		$598K Sell
12,859
-2,193
-15% -$103K 0.32% 55
2025
Q3 		$703K Sell
15,052
-3,029
-17% -$140K 0.4% 48
2025
Q2 		$836K Buy
18,081
+332
+2% +$15.2K 0.54% 43
2025
Q1 		$818K Sell
17,749
-869
-5% -$39.6K 0.57% 40
2024
Q4 		$842K Sell
18,618
-2,707
-13% -$124K 0.56% 40
2024
Q3 		$1M Buy
21,325
+9,549
+81% +$443K 0.7% 28
2024
Q2 		$533K Sell
11,776
-81
-0.7% -$3.64K 0.41% 45
2024
Q1 		$541K Buy
11,857
+597
+5% +$27.2K 0.46% 43
2023
Q4 		$519K Sell
11,260
-51
-0.5% -$2.25K 0.43% 51
2023
Q3 		$494K Sell
11,311
-2,253
-17% -$101K 0.46% 50
2023
Q2 		$617K Buy
13,564
+831
+7% +$38K 0.57% 41
2023
Q1 		$588K Buy
12,733
+2,552
+25% +$117K 0.63% 36
2022
Q4 		$457K Buy
+10,181
New +$455K 0.56% 47

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Semus Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q3 2026, buying an estimated $275K and bringing the position to 25,888 shares worth $1.14M. The position accounts for 0.52% of the portfolio, ranked #41.

Semus Wealth Partners first reported a position in IUSB in Q4 2022 and has held it in 16 quarters since. 388 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Semus Wealth Partners held 25,888 shares of iShares Core Universal USD Bond ETF worth $1.14M as of Q3 2026.
  • Semus Wealth Partners bought 6,075 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $275K.
  • iShares Core Universal USD Bond ETF made up 0.52% of Semus Wealth Partners's portfolio in Q3 2026, its #41 holding.
  • Semus Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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