IUSB — ISHARES TR CORE TOTAL USD BD MKT ETF

Ownership history in First Command Advisory Services, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in ISHARES TR CORE TOTAL USD BD MKT ETF (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.87% (2025 Q4)
Avg. % of fund
0.57%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,694,661 +483,836 +21.9% 0.87% $125.4M $46.22
2025 Q3 ADDED 2,210,825 +112,933 +5.4% 0.75% $103.3M $45.75
2025 Q2 ADDED 2,097,892 +289,355 +16.0% 0.83% $97.0M $44.80
2025 Q1 ADDED 1,808,537 +246,419 +15.8% 0.80% $83.3M $44.18
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
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