SteelPeak Wealth
IUSB icon

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

SteelPeak Wealth’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 		$56.9M Sell
1,291,212
-85,629
-6% -$3.88M 1.4% 15
2026
Q2 		$63.5M Buy
1,376,841
+285,882
+26% +$13.2M 1.65% 14
2026
Q1 		$50.4M Sell
1,090,959
-2,618
-0.2% -$122K 1.54% 11
2025
Q4 		$50.9M Buy
1,093,577
+20,492
+2% +$958K 1.66% 11
2025
Q3 		$50.1M Sell
1,073,085
-127,264
-11% -$5.89M 1.67% 12
2025
Q2 		$55.5M Sell
1,200,349
-136,076
-10% -$6.21M 2.14% 8
2025
Q1 		$61.6M Buy
1,336,425
+115,094
+9% +$5.25M 2.56% 6
2024
Q4 		$55.2M Buy
1,221,331
+46,101
+4% +$2.12M 2.24% 9
2024
Q3 		$55.4M Buy
1,175,230
+162,393
+16% +$7.54M 2.41% 7
2024
Q2 		$45.8M Buy
1,012,837
+21,998
+2% +$989K 2.12% 8
2024
Q1 		$45.2M Buy
990,839
+442,607
+81% +$20.1M 2.27% 7
2023
Q4 		$25.3M Sell
548,232
-258,010
-32% -$11.4M 1.46% 14
2023
Q3 		$35.2M Sell
806,242
-351,748
-30% -$15.7M 2.21% 8
2023
Q2 		$52.7M Buy
1,157,990
+12,560
+1% +$575K 3.12% 4
2023
Q1 		$52.9M Buy
1,145,430
+480,378
+72% +$22M 3.59% 3
2022
Q4 		$29.9M Sell
665,052
-139,354
-17% -$6.23M 2.19% 6
2022
Q3 		$35.8M Buy
804,406
+39,360
+5% +$1.84M 2.66% 6
2022
Q2 		$35.8M Buy
765,046
+16,145
+2% +$767K 2.57% 6
2022
Q1 		$37.2M Buy
748,901
+157,728
+27% +$8.04M 2.1% 10
2021
Q4 		$31.3M Buy
591,173
+42,506
+8% +$2.25M 1.77% 13
2021
Q3 		$29.2M Buy
548,667
+16,244
+3% +$873K 1.93% 8
2021
Q2 		$28.5M Buy
532,423
+135,721
+34% +$7.21M 1.99% 6
2021
Q1 		$20.9M Buy
+396,702
New +$21.3M 1.65% 12

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
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SteelPeak Wealth's IUSB Position: Q3 2026 in Review

SteelPeak Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.2% in Q3 2026, selling an estimated $3.88M and leaving 1,291,212 shares worth $56.9M. The position accounts for 1.4% of the portfolio, ranked #15.

SteelPeak Wealth first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $63.5M in Q2 2026. 476 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • SteelPeak Wealth held 1,291,212 shares of iShares Core Universal USD Bond ETF worth $56.9M as of Q3 2026.
  • SteelPeak Wealth sold 85,629 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $3.88M.
  • iShares Core Universal USD Bond ETF made up 1.4% of SteelPeak Wealth's portfolio in Q3 2026, its #15 holding.
  • SteelPeak Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • SteelPeak Wealth's iShares Core Universal USD Bond ETF position peaked at $63.5M in Q2 2026.
  • 476 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.