Winthrop Advisory Group
IUSB icon

Winthrop Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Winthrop Advisory 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 		– Sell
-6,463
Closed -$298K – 235
2026
Q2 		$298K Buy
+6,463
New +$298K 0.02% 174

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Farther Finance Advisors
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Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 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

Winthrop Advisory Group's IUSB Position: Q3 2026 in Review

Winthrop Advisory Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 6,463 shares — an estimated $298K sold.

Winthrop Advisory Group first reported a position in IUSB in Q2 2026 and held it in 1 quarter. The position peaked at $298K in Q2 2026. 299 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Winthrop Advisory Group reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Winthrop Advisory Group sold 6,463 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $298K.
  • Winthrop Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2026 and held it in 1 quarter.
  • Winthrop Advisory Group's iShares Core Universal USD Bond ETF position peaked at $298K in Q2 2026.
  • 299 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.