Western Financial Corp
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Western Financial Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Western Financial Corp’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 		$787K Buy
17,851
+4,451
+33% +$202K 0.26% 82
2026
Q2 		$618K Buy
13,400
+3,003
+29% +$138K 0.18% 89
2026
Q1 		$480K Sell
10,397
-60
-0.6% -$2.8K 0.19% 94
2025
Q4 		$487K Sell
10,457
-1,127
-10% -$52.7K 0.19% 87
2025
Q3 		$541K Sell
11,584
-213
-2% -$9.9K 0.24% 85
2025
Q2 		$545K Sell
11,797
-3,960
-25% -$181K 0.29% 86
2025
Q1 		$726K Sell
15,757
-3,990
-20% -$182K 0.42% 75
2024
Q4 		$893K Sell
19,747
-6,459
-25% -$296K 0.49% 52
2024
Q3 		$1.23M Buy
26,206
+4,020
+18% +$187K 0.7% 39
2024
Q2 		$1M Sell
22,186
-1,158
-5% -$52.1K 0.61% 48
2024
Q1 		$1.06M Buy
23,344
+4,126
+21% +$188K 0.65% 36
2023
Q4 		$885K Sell
19,218
-433
-2% -$19.1K 0.59% 33
2023
Q3 		$859K Sell
19,651
-6,047
-24% -$270K 0.63% 31
2023
Q2 		$1.17M Sell
25,698
-1,012
-4% -$46.3K 0.8% 25
2023
Q1 		$1.23M Buy
26,710
+8,349
+45% +$382K 0.88% 21
2022
Q4 		$825K Buy
18,361
+1,079
+6% +$48.3K 0.53% 40
2022
Q3 		$769K Buy
17,282
+3,350
+24% +$156K 0.54% 35
2022
Q2 		$652K Buy
13,932
+94
+0.7% +$4.47K 0.46% 44
2022
Q1 		$687K Buy
13,838
+389
+3% +$19.8K 0.4% 54
2021
Q4 		$712K Buy
13,449
+4,256
+46% +$226K 0.37% 62
2021
Q3 		$489K Buy
9,193
+1,045
+13% +$56.1K 0.29% 66
2021
Q2 		$436K Buy
+8,148
New +$433K 0.24% 67

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Western Financial Corp's IUSB Position: Q3 2026 in Review

Western Financial Corp increased its iShares Core Universal USD Bond ETF (IUSB) stake by 33% in Q3 2026, buying an estimated $202K and bringing the position to 17,851 shares worth $787K. The position accounts for 0.26% of the portfolio, ranked #82.

Western Financial Corp first reported a position in IUSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.23M in Q3 2024. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Western Financial Corp held 17,851 shares of iShares Core Universal USD Bond ETF worth $787K as of Q3 2026.
  • Western Financial Corp bought 4,451 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $202K.
  • iShares Core Universal USD Bond ETF made up 0.26% of Western Financial Corp's portfolio in Q3 2026, its #82 holding.
  • Western Financial Corp first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • Western Financial Corp's iShares Core Universal USD Bond ETF position peaked at $1.23M in Q3 2024.
  • 607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.