West Wealth Group
IUSB icon

West Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

West Wealth Group’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 		$27.1M Buy
615,223
+147,068
+31% +$6.67M 4.21% 6
2026
Q2 		$21.6M Buy
468,155
+40,091
+9% +$1.85M 3.53% 8
2026
Q1 		$19.8M Buy
428,064
+24,648
+6% +$1.15M 3.91% 6
2025
Q4 		$18.8M Buy
403,416
+23,279
+6% +$1.09M 3.9% 9
2025
Q3 		$17.8M Buy
380,137
+10,998
+3% +$509K 4.02% 9
2025
Q2 		$17.1M Buy
369,139
+3,571
+1% +$163K 4.24% 7
2025
Q1 		$16.8M Buy
365,568
+7,270
+2% +$331K 4.98% 7
2024
Q4 		$16.2M Buy
358,298
+13,439
+4% +$617K 4.83% 8
2024
Q3 		$16.2M Buy
344,859
+56,167
+19% +$2.61M 5.27% 8
2024
Q2 		$13.1M Buy
288,692
+663
+0.2% +$29.8K 4.62% 7
2024
Q1 		$13.1M Buy
288,029
+141,465
+97% +$6.44M 4.86% 7
2023
Q4 		$6.75M Sell
146,564
-1,832
-1% -$81K 2.66% 10
2023
Q3 		$6.49M Sell
148,396
-8,685
-6% -$388K 2.83% 9
2023
Q2 		$7.14M Sell
157,081
-744
-0.5% -$34K 3.02% 10
2023
Q1 		$7.28M Sell
157,825
-586
-0.4% -$26.8K 3.37% 9
2022
Q4 		$7.12M Buy
158,411
+26,105
+20% +$1.17M 3.54% 7
2022
Q3 		$5.89M Sell
132,306
-9,947
-7% -$464K 2.98% 9
2022
Q2 		$6.66M Sell
142,253
-55,535
-28% -$2.64M 3.09% 8
2022
Q1 		$9.8M Sell
197,788
-54,340
-22% -$2.77M 3.9% 7
2021
Q4 		$13.3M Buy
+252,128
New +$13.4M 5.02% 6

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

West Wealth Group's IUSB Position: Q3 2026 in Review

West Wealth Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q3 2026, buying an estimated $6.67M and bringing the position to 615,223 shares worth $27.1M. The position accounts for 4.21% of the portfolio, ranked #6.

West Wealth Group first reported a position in IUSB in Q4 2021 and has held it in 20 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • West Wealth Group held 615,223 shares of iShares Core Universal USD Bond ETF worth $27.1M as of Q3 2026.
  • West Wealth Group bought 147,068 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $6.67M.
  • iShares Core Universal USD Bond ETF made up 4.21% of West Wealth Group's portfolio in Q3 2026, its #6 holding.
  • West Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.