Wedbush Securities
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Wedbush Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wedbush Securities’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 		$1.56M Buy
35,260
+4,782
+16% +$217K 0.04% 354
2026
Q2 		$1.41M Buy
30,478
+6,300
+26% +$291K 0.04% 388
2026
Q1 		$1.12M Buy
24,178
+539
+2% +$25.1K 0.03% 414
2025
Q4 		$1.1M Buy
23,639
+62
+0.3% +$2.9K 0.03% 419
2025
Q3 		$1.1M Buy
23,577
+7,224
+44% +$334K 0.04% 403
2025
Q2 		$756K Buy
16,353
+1,838
+13% +$83.9K 0.03% 495
2025
Q1 		$669K Buy
14,515
+3,989
+38% +$182K 0.02% 515
2024
Q4 		$476K Buy
10,526
+3,608
+52% +$166K 0.02% 628
2024
Q3 		$326K Buy
6,918
+42
+0.6% +$1.95K 0.01% 779
2024
Q2 		$311K Sell
6,876
-104
-1% -$4.68K 0.01% 848
2024
Q1 		$318K Sell
6,980
-340
-5% -$15.5K 0.01% 848
2023
Q4 		$337K Buy
7,320
+82
+1% +$3.62K 0.01% 718
2023
Q3 		$316K Buy
7,238
+644
+10% +$28.8K 0.02% 701
2023
Q2 		$300K Sell
6,594
-1,495
-18% -$68.4K 0.01% 761
2023
Q1 		$373K Sell
8,089
-6,933
-46% -$317K 0.02% 651
2022
Q4 		$675K Sell
15,022
-1,001
-6% -$44.8K 0.04% 417
2022
Q3 		$713K Sell
16,023
-2,626
-14% -$123K 0.04% 383
2022
Q2 		$873K Buy
18,649
+234
+1% +$11.1K 0.05% 328
2022
Q1 		$914K Sell
18,415
-4,833
-21% -$246K 0.04% 368
2021
Q4 		$1.23M Sell
23,248
-4,513
-16% -$239K 0.05% 303
2021
Q3 		$1.48M Buy
27,761
+97
+0.4% +$5.21K 0.07% 249
2021
Q2 		$1.48M Buy
27,664
+20,445
+283% +$1.09M 0.07% 266
2021
Q1 		$381K Buy
+7,219
New +$387K 0.02% 684

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Wedbush Securities's IUSB Position: Q3 2026 in Review

Wedbush Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q3 2026, buying an estimated $217K and bringing the position to 35,260 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #354.

Wedbush Securities first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Wedbush Securities held 35,260 shares of iShares Core Universal USD Bond ETF worth $1.56M as of Q3 2026.
  • Wedbush Securities bought 4,782 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $217K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Wedbush Securities's portfolio in Q3 2026, its #354 holding.
  • Wedbush Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.