SFMG Wealth Advisors
IUSB icon

SFMG Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SFMG Wealth Advisors’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 		$576K Buy
13,057
+2,378
+22% +$108K 0.03% 179
2026
Q2 		$493K Buy
10,679
+225
+2% +$10.4K 0.03% 196
2026
Q1 		$483K Buy
10,454
+279
+3% +$13K 0.03% 193
2025
Q4 		$474K Buy
10,175
+1,006
+11% +$47K 0.03% 191
2025
Q3 		$428K Buy
9,169
+264
+3% +$12.2K 0.03% 193
2025
Q2 		$412K Buy
8,905
+910
+11% +$41.5K 0.03% 176
2025
Q1 		$368K Buy
7,995
+1,016
+15% +$46.3K 0.03% 175
2024
Q4 		$315K Sell
6,979
-108
-2% -$4.96K 0.02% 194
2024
Q3 		$334K Buy
7,087
+1,044
+17% +$48.4K 0.03% 189
2024
Q2 		$273K Buy
6,043
+1,293
+27% +$58.1K 0.02% 203
2024
Q1 		$217K Buy
+4,750
New +$216K 0.02% 238

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SFMG Wealth Advisors's IUSB Position: Q3 2026 in Review

SFMG Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q3 2026, buying an estimated $108K and bringing the position to 13,057 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #179.

SFMG Wealth Advisors first reported a position in IUSB in Q1 2024 and has held it in 11 quarters since. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • SFMG Wealth Advisors held 13,057 shares of iShares Core Universal USD Bond ETF worth $576K as of Q3 2026.
  • SFMG Wealth Advisors bought 2,378 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $108K.
  • iShares Core Universal USD Bond ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q3 2026, its #179 holding.
  • SFMG Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on SFMG Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.