Two West Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Two West Capital 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	$7.3M	Buy	165,324 +37,569	+29%	+$1.7M	3.63%	7
2026 Q2	$5.84M	Buy	127,755 +42,834	+50%	+$1.98M	2.9%	7
2026 Q1	$3.92M	Buy	84,921 +17,648	+26%	+$822K	2.08%	8
2025 Q4	$3.13M	Buy	67,273 +958	+1%	+$44.8K	1.82%	10
2025 Q3	$3.12M	Sell	66,315 -4,845	-7%	-$224K	1.89%	10
2025 Q2	$3.27M	Buy	71,160 +34,659	+95%	+$1.58M	2.14%	8
2025 Q1	$1.65M	Buy	36,501 +3,589	+11%	+$164K	1.38%	14
2024 Q4	$1.49M	Buy	32,912 +1,449	+5%	+$66.5K	1.28%	13
2024 Q3	$1.48M	Buy	31,463 +5,511	+21%	+$256K	1.2%	13
2024 Q2	$1.17M	Buy	+25,952	New	+$1.17M	1.12%	14

Other funds holding IUSB

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

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

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Two West Capital Advisors's IUSB Position: Q3 2026 in Review

Two West Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q3 2026, buying an estimated $1.7M and bringing the position to 165,324 shares worth $7.3M. The position accounts for 3.63% of the portfolio, ranked #7.

Two West Capital Advisors first reported a position in IUSB in Q2 2024 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Two West Capital Advisors held 165,324 shares of iShares Core Universal USD Bond ETF worth $7.3M as of Q3 2026.
Two West Capital Advisors bought 37,569 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.7M.
iShares Core Universal USD Bond ETF made up 3.63% of Two West Capital Advisors's portfolio in Q3 2026, its #7 holding.
Two West Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 10 quarters since.
342 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.