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BOLTON SECURITIES CORPORATION’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$312K Buy
7,072
+1,717
+32% +$77.8K 0.01% 736
2026
Q2 		$247K Buy
5,355
+342
+7% +$15.8K 0.01% 834
2026
Q1 		$232K Buy
+5,013
New +$234K 0.01% 772
2025
Q3 		$150K Buy
+3,208
New +$148K 0.01% 835
2025
Q1 		$3.92K Buy
+85
New +$3.87K ﹤0.01% 1627

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IUSB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q3 2026, buying an estimated $77.8K and bringing the position to 7,072 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #736.

BOLTON SECURITIES CORPORATION first reported a position in IUSB in Q1 2025 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 7,072 shares of iShares Core Universal USD Bond ETF worth $312K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,717 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $77.8K.
  • iShares Core Universal USD Bond ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #736 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.