World Equity Group
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World Equity Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

World Equity 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 		$1.07M Sell
24,163
-22,924
-49% -$1.04M 0.44% 49
2026
Q2 		$2.17M Buy
47,087
+13,314
+39% +$614K 0.49% 42
2026
Q1 		$1.56M Buy
33,773
+2,393
+8% +$112K 0.4% 50
2025
Q4 		$1.46M Buy
31,380
+1,602
+5% +$74.9K 0.41% 47
2025
Q3 		$1.39M Sell
29,778
-321
-1% -$14.8K 0.32% 69
2025
Q2 		$1.39M Sell
30,099
-6,921
-19% -$316K 0.38% 60
2025
Q1 		$1.71M Buy
37,020
+1,556
+4% +$70.9K 0.49% 46
2024
Q4 		$1.6M Buy
35,464
+5,968
+20% +$274K 0.34% 64
2024
Q3 		$1.39M Buy
29,496
+8,146
+38% +$378K 0.5% 47
2024
Q2 		$965K Sell
21,350
-251
-1% -$11.3K 0.29% 94
2024
Q1 		$985K Sell
21,601
-2,695
-11% -$123K 0.2% 120
2023
Q4 		$1.12M Sell
24,296
-2,096
-8% -$92.6K 0.22% 102
2023
Q3 		$1.15M Buy
26,392
+289
+1% +$12.9K 0.24% 103
2023
Q2 		$1.19M Sell
26,103
-11,957
-31% -$547K 0.35% 78
2023
Q1 		$1.84M Sell
38,060
-67,576
-64% -$3.09M 0.27% 92
2022
Q4 		$4.75M Buy
105,636
+18,290
+21% +$818K 1.13% 18
2022
Q3 		$3.89M Buy
87,346
+1,599
+2% +$74.6K 0.98% 22
2022
Q2 		$4.01M Buy
85,747
+6,800
+9% +$323K 1.01% 16
2022
Q1 		$3.92M Buy
+78,947
New +$4.02M 0.84% 21

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
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

World Equity Group's IUSB Position: Q3 2026 in Review

World Equity Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 49% in Q3 2026, selling an estimated $1.04M and leaving 24,163 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #49.

World Equity Group first reported a position in IUSB in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.75M in Q4 2022. 229 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • World Equity Group held 24,163 shares of iShares Core Universal USD Bond ETF worth $1.07M as of Q3 2026.
  • World Equity Group sold 22,924 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.04M.
  • iShares Core Universal USD Bond ETF made up 0.44% of World Equity Group's portfolio in Q3 2026, its #49 holding.
  • World Equity Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's iShares Core Universal USD Bond ETF position peaked at $4.75M in Q4 2022.
  • 229 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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