Visionary Horizons’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Visionary Horizons’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	$2.92M	Buy	66,178 +14,493	+28%	+$657K	1.16%	16
2026 Q2	$2.39M	Buy	51,685 +12,857	+33%	+$593K	1%	17
2026 Q1	$1.79M	Buy	38,828 +4,609	+13%	+$215K	0.88%	20
2025 Q4	$1.59M	Buy	34,219 +4,871	+17%	+$228K	0.82%	21
2025 Q3	$1.37M	Buy	29,348 +5,555	+23%	+$257K	0.76%	20
2025 Q2	$1.1M	Buy	23,793 +4,899	+26%	+$224K	0.7%	21
2025 Q1	$871K	Buy	18,894 +10,386	+122%	+$473K	0.61%	28
2024 Q4	$385K	Buy	8,508 +732	+9%	+$33.6K	0.25%	69
2024 Q3	$366K	Buy	7,776 +1,990	+34%	+$92.3K	0.25%	66
2024 Q2	$262K	Buy	+5,786	New	+$260K	0.19%	73

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

Visionary Horizons's IUSB Position: Q3 2026 in Review

Visionary Horizons increased its iShares Core Universal USD Bond ETF (IUSB) stake by 28% in Q3 2026, buying an estimated $657K and bringing the position to 66,178 shares worth $2.92M. The position accounts for 1.16% of the portfolio, ranked #16.

Visionary Horizons first reported a position in IUSB in Q2 2024 and has held it in 10 quarters since. 388 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Visionary Horizons held 66,178 shares of iShares Core Universal USD Bond ETF worth $2.92M as of Q3 2026.
Visionary Horizons bought 14,493 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $657K.
iShares Core Universal USD Bond ETF made up 1.16% of Visionary Horizons's portfolio in Q3 2026, its #16 holding.
Visionary Horizons first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 10 quarters since.
388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.