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

Vested 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	$1.41M	Sell	32,040 -2,115	-6%	-$95.9K	0.99%	16
2026 Q2	$1.58M	Buy	34,155 +1,002	+3%	+$46.2K	1.06%	14
2026 Q1	$1.53M	Buy	33,153 +5,632	+20%	+$262K	1.17%	13
2025 Q4	$1.28M	Buy	27,521 +8,185	+42%	+$383K	0.99%	14
2025 Q3	$903K	Buy	19,336 +2,058	+12%	+$95.2K	0.73%	14
2025 Q2	$799K	Sell	17,278 -973	-5%	-$44.4K	0.71%	14
2025 Q1	$841K	Hold	18,251	–	–	0.84%	12
2024 Q4	$825K	Buy	+18,251	New	+$838K	0.78%	13

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

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

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

Vise Technologies New York $12B AUM 18.78% 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

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

Vested Financial Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.2% in Q3 2026, selling an estimated $95.9K and leaving 32,040 shares worth $1.41M. The position accounts for 0.99% of the portfolio, ranked #16.

Vested Financial Planning first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2026. 388 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Vested Financial Planning held 32,040 shares of iShares Core Universal USD Bond ETF worth $1.41M as of Q3 2026.
Vested Financial Planning sold 2,115 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $95.9K.
iShares Core Universal USD Bond ETF made up 0.99% of Vested Financial Planning's portfolio in Q3 2026, its #16 holding.
Vested Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
Vested Financial Planning's iShares Core Universal USD Bond ETF position peaked at $1.58M in Q2 2026.
388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Vested Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.