IUSB — ISHARES TOTAL USD BOND

Ownership history in ORG Partners LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES TOTAL USD BOND (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
6.92% (2023 Q1)
Avg. % of fund
2.69%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 108,788 -2,552 -2.3% 0.89% $5.1M $46.22
2025 Q3 REDUCED 111,340 -4,875 -4.2% 0.96% $5.3M $45.75
2025 Q2 ADDED 116,215 +18,287 +18.7% 1.14% $5.4M $44.80
2025 Q1 REDUCED 97,928 -433,661 -81.6% 1.11% $4.5M $44.18
7 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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