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

The Wealth 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	$576K	Sell	13,102 -3,903	-23%	-$177K	0.11%	55
2026 Q2	$785K	Sell	17,005 -1,751	-9%	-$80.7K	0.15%	47
2026 Q1	$866K	Sell	18,756 -778	-4%	-$36.3K	0.2%	41
2025 Q4	$909K	Sell	19,534 -5,932	-23%	-$277K	0.2%	38
2025 Q3	$1.19M	Sell	25,466 -14,501	-36%	-$671K	0.28%	36
2025 Q2	$1.85M	Sell	39,967 -3,081	-7%	-$141K	0.47%	27
2025 Q1	$1.98M	Sell	43,048 -32,107	-43%	-$1.46M	0.58%	21
2024 Q4	$3.4M	Sell	75,155 -97,270	-56%	-$4.46M	0.98%	11
2024 Q3	$8.12M	Sell	172,425 -278,208	-62%	-$12.9M	2.37%	10
2024 Q2	$20.4M	Sell	450,633 -71,571	-14%	-$3.22M	6.16%	6
2024 Q1	$23.4M	Buy	522,204 +20,883	+4%	+$950K	7.21%	3
2023 Q4	$22.9M	Buy	+501,321	New	+$22.2M	7.56%	3

Other funds holding IUSB

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

The Wealth Group's IUSB Position: Q3 2026 in Review

The Wealth Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q3 2026, selling an estimated $177K and leaving 13,102 shares worth $576K. The position accounts for 0.11% of the portfolio, ranked #55.

The Wealth Group first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q1 2024. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

The Wealth Group held 13,102 shares of iShares Core Universal USD Bond ETF worth $576K as of Q3 2026.
The Wealth Group sold 3,903 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $177K.
iShares Core Universal USD Bond ETF made up 0.11% of The Wealth Group's portfolio in Q3 2026, its #55 holding.
The Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's iShares Core Universal USD Bond ETF position peaked at $23.4M in Q1 2024.
188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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