SwitchPoint Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SwitchPoint Financial Planning’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	$767K	Buy	+17,386	New	+$788K	0.43%	40

Other funds holding IUSB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SwitchPoint Financial Planning's IUSB Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 17,386 shares worth $767K. The stake represents 0.43% of the portfolio and ranks #40 among its holdings.

735 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

SwitchPoint Financial Planning held 17,386 shares of iShares Core Universal USD Bond ETF worth $767K as of Q3 2026.
iShares Core Universal USD Bond ETF was a new SwitchPoint Financial Planning position in Q3 2026.
iShares Core Universal USD Bond ETF made up 0.43% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #40 holding.
735 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.