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

SigFig 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	$267M	Buy	6,051,951 +548,448	+10%	+$24.9M	6.66%	4
2026 Q2	$255M	Buy	5,503,503 +268,505	+5%	+$12.4M	6.76%	4
2026 Q1	$242M	Buy	5,234,998 +603,965	+13%	+$28.1M	7.09%	4
2025 Q4	$216M	Buy	4,631,033 +206,261	+5%	+$9.64M	6.42%	4
2025 Q3	$207M	Buy	4,424,772 +303,906	+7%	+$14.1M	6.39%	4
2025 Q2	$190M	Buy	4,120,866 +28,343	+0.7%	+$1.29M	6.28%	4
2025 Q1	$188M	Buy	4,092,523 +90,821	+2%	+$4.14M	6.8%	4
2024 Q4	$181M	Buy	4,001,702 +65,245	+2%	+$2.99M	6.55%	4
2024 Q3	$186M	Buy	3,936,457 +224,005	+6%	+$10.4M	6.75%	4
2024 Q2	$168M	Buy	3,712,452 +134,540	+4%	+$6.05M	6.31%	4
2024 Q1	$163M	Buy	3,577,912 +221,461	+7%	+$10.1M	5.99%	4
2023 Q4	$155M	Buy	3,356,451 +26,557	+0.8%	+$1.17M	5.87%	4
2023 Q3	$146M	Buy	3,329,894 +111,580	+3%	+$4.99M	5.83%	4
2023 Q2	$146M	Buy	3,218,314 +83,879	+3%	+$3.84M	5.65%	4
2023 Q1	$145M	Buy	3,134,435 +120,693	+4%	+$5.52M	7.97%	3
2022 Q4	$133M	Buy	3,013,742 +111,318	+4%	+$4.98M	6.61%	4
2022 Q3	$129M	Buy	2,902,424 +157,555	+6%	+$7.35M	6.75%	4
2022 Q2	$127M	Sell	2,744,869 -104,785	-4%	-$4.98M	6.59%	4
2022 Q1	$140M	Buy	2,849,654 +104,020	+4%	+$5.3M	6.72%	5
2021 Q4	$145M	Buy	2,745,634 +150,170	+6%	+$7.96M	6.79%	4
2021 Q3	$138M	Buy	2,595,464 +109,533	+4%	+$5.88M	6.93%	5
2021 Q2	$133M	Buy	2,485,931 +254,401	+11%	+$13.5M	7.03%	5
2021 Q1	$118M	Buy	2,231,530 +2,216,810	+15,060%	+$119M	7.24%	5
2020 Q4	$803K	Buy	14,720 +9,650	+190%	+$524K	0.06%	58
2020 Q3	$276K	Buy	+5,070	New	+$277K	0.03%	67

Other funds holding IUSB

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

SigFig Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q3 2026, buying an estimated $24.9M and bringing the position to 6,051,951 shares worth $267M. The position accounts for 6.66% of the portfolio, ranked #4.

SigFig Wealth Management first reported a position in IUSB in Q3 2020 and has held it in 25 quarters since. 25 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

SigFig Wealth Management held 6,051,951 shares of iShares Core Universal USD Bond ETF worth $267M as of Q3 2026.
SigFig Wealth Management bought 548,448 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $24.9M.
iShares Core Universal USD Bond ETF made up 6.66% of SigFig Wealth Management's portfolio in Q3 2026, its #4 holding.
SigFig Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 25 quarters since.
25 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.