XY Planning Network
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XY Planning Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

XY Planning Network’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 		$5.04M Buy
114,223
+27,142
+31% +$1.23M 0.54% 43
2026
Q2 		$4.02M Buy
87,081
+38,734
+80% +$1.79M 0.5% 46
2026
Q1 		$2.23M Buy
48,347
+6,529
+16% +$304K 0.36% 68
2025
Q4 		$1.95M Buy
+41,818
New +$1.95M 0.34% 74

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
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

XY Planning Network's IUSB Position: Q3 2026 in Review

XY Planning Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q3 2026, buying an estimated $1.23M and bringing the position to 114,223 shares worth $5.04M. The position accounts for 0.54% of the portfolio, ranked #43.

XY Planning Network first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • XY Planning Network held 114,223 shares of iShares Core Universal USD Bond ETF worth $5.04M as of Q3 2026.
  • XY Planning Network bought 27,142 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.23M.
  • iShares Core Universal USD Bond ETF made up 0.54% of XY Planning Network's portfolio in Q3 2026, its #43 holding.
  • XY Planning Network first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.