TRUE Private Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TRUE Private Wealth Advisors’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	$590K	Buy	13,381 +2,530	+23%	+$115K	0.05%	156
2026 Q2	$501K	Buy	10,851 +3,225	+42%	+$149K	0.04%	176
2026 Q1	$352K	Sell	7,626 -826	-10%	-$38.5K	0.03%	197
2025 Q4	$393K	Buy	8,452 +82	+1%	+$3.83K	0.04%	187
2025 Q3	$391K	Sell	8,370 -1,734	-17%	-$80.2K	0.04%	183
2025 Q2	$467K	Sell	10,104 -18,136	-64%	-$828K	0.05%	155
2025 Q1	$1.3M	Sell	28,240 -35,566	-56%	-$1.62M	0.16%	83
2024 Q4	$2.88M	Sell	63,806 -85,876	-57%	-$3.94M	0.35%	48
2024 Q3	$7.05M	Buy	149,682 +13,371	+10%	+$620K	0.84%	22
2024 Q2	$6.16M	Sell	136,311 -5,849	-4%	-$263K	0.7%	26
2024 Q1	$6.48M	Buy	142,160 +31,075	+28%	+$1.41M	0.74%	24
2023 Q4	$5.12M	Sell	111,085 -16,860	-13%	-$745K	0.65%	30
2023 Q3	$5.59M	Buy	127,945 +14,305	+13%	+$639K	0.78%	24
2023 Q2	$5.17M	Sell	113,640 -62,228	-35%	-$2.85M	0.76%	20
2023 Q1	$8.12M	Buy	175,868 +57,343	+48%	+$2.62M	1.2%	15
2022 Q4	$5.33M	Buy	118,525 +2,995	+3%	+$134K	0.82%	15
2022 Q3	$5.14M	Buy	115,530 +1,249	+1%	+$58.3K	0.78%	14
2022 Q2	$5.35M	Buy	114,281 +8,614	+8%	+$409K	0.78%	16
2022 Q1	$5.04M	Buy	105,667 +48,456	+85%	+$2.47M	0.71%	20
2021 Q4	$3.03M	Buy	57,211 +2,657	+5%	+$141K	0.43%	47
2021 Q3	$2.9M	Buy	54,554 +836	+2%	+$44.9K	0.42%	42
2021 Q2	$2.87M	Buy	53,718 +25,661	+91%	+$1.36M	0.43%	46
2021 Q1	$1.48M	Buy	+28,057	New	+$1.5M	0.24%	66

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

TRUE Private Wealth Advisors's IUSB Position: Q3 2026 in Review

TRUE Private Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q3 2026, buying an estimated $115K and bringing the position to 13,381 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #156.

TRUE Private Wealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.12M in Q1 2023. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

TRUE Private Wealth Advisors held 13,381 shares of iShares Core Universal USD Bond ETF worth $590K as of Q3 2026.
TRUE Private Wealth Advisors bought 2,530 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $115K.
iShares Core Universal USD Bond ETF made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #156 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
TRUE Private Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $8.12M in Q1 2023.
533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.