Worth Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Worth Asset Management’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	$15.7M	Buy	+355,511	New	+$16.1M	4.57%	2

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Worth Asset Management's IUSB Position: Q3 2026 in Review

Worth Asset Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 355,511 shares worth $15.7M. The stake represents 4.57% of the portfolio and ranks #2 among its holdings.

25 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Worth Asset Management held 355,511 shares of iShares Core Universal USD Bond ETF worth $15.7M as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Worth Asset Management position in Q3 2026.
iShares Core Universal USD Bond ETF made up 4.57% of Worth Asset Management's portfolio in Q3 2026, its #2 holding.
25 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.