Team Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Team Financial Group’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	$26.5K	Buy	+601	New	+$27.2K	0.01%	157
2026 Q2	–	Sell	-633	Closed	-$29.2K	–	155
2026 Q1	$29.2K	Buy	633 +5	+0.8%	+$233	0.01%	141
2025 Q4	$29.2K	Buy	628 +9	+1%	+$421	0.01%	135
2025 Q3	$28.9K	Buy	619 +218	+54%	+$10.1K	0.01%	127
2025 Q2	$18.6K	Buy	+401	New	+$18.3K	0.01%	141

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Team Financial Group's IUSB Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 601 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: Team Financial Group previously reported a position in IUSB as recently as Q1 2026.

Team Financial Group first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.2K in Q4 2025. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Team Financial Group held 601 shares of iShares Core Universal USD Bond ETF worth $26.5K as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Team Financial Group position in Q3 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #157 holding.
Team Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
Team Financial Group's iShares Core Universal USD Bond ETF position peaked at $29.2K in Q4 2025.
533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.