Pinnacle Family Advisors, LLC IUSB — ISHARES CORE TOTAL USD BOND MARKET ETF

Ownership history in Pinnacle Family Advisors, LLC  ·  21 quarters on record

AI Ownership Summary

Pinnacle Family Advisors, LLC reported ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.53% in 2024 Q4. The latest visible filing shows IUSB at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Family Advisors, LLC's position in ISHARES CORE TOTAL USD BOND MARKET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IUSB was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IUSB stock page Pinnacle Family Advisors, LLC fund profile Pinnacle Family Advisors, LLC full holdings
How Pinnacle Family Advisors, LLC held IUSB — position size vs. price
% of Fund (quarterly)    IUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 22,958 +9,259 +67.6% 0.44% $1.1M 2026-08-14 $45.31
2026 Q1 ADDED — — — 13,699 +810 +6.3% 0.30% $633K 2026-05-15 $45.05
2025 Q4 REDUCED 12.9% -0.1% ✅ 12,889 -1,917 -12.9% 0.26% $600K 2026-02-17 $45.88
2025 Q3 REDUCED — — — 14,806 -360 -2.4% 0.30% $692K 2025-11-14 $44.98
2025 Q2 REDUCED 20.5% +2.1% ❌ 15,166 -3,914 -20.5% 0.34% $701K 2025-08-14 $44.13
2025 Q1 REDUCED 20.9% +1.4% ❌ 19,080 -5,046 -20.9% 0.48% $879K 2025-05-15 $42.98
2024 Q4 ADDED — — — 24,126 +4,072 +20.3% 0.53% $1.1M 2025-02-14 $42.63
2024 Q3 REDUCED — — — 20,054 -113 -0.6% 0.49% $945K 2024-11-14 $42.14
2024 Q2 REDUCED — — — 20,167 -217 -1.1% 0.50% $912K 2024-08-14 $42.70
2024 Q1 ADDED — — — 20,384 +7,443 +57.5% 0.50% $929K 2024-05-15 $41.06
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IUSB

As of 2026 Q2 — sorted by position size

Mason & Associates, LLC 28.29% Stash Investments, LLC 16.48% LANDMARK WEALTH MANAGEMENT, INC. 11.13% ELEVATION WEALTH PARTNERS, LLC 10.74% ONE Advisory Partners, LLC 3Y 9.89% Skyline Advisors, Inc. 9.42% Affinity Capital Advisors, LLC 3Y 8.16% Stone House Investment Management, LLC 3Y 7Y 7.99% Johnson Financial Group, Inc. 3Y 7Y 7.77% MCMORGAN & CO LLC 3Y 7Y 7.64%

FAQ About Pinnacle Family Advisors, LLC and IUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Family Advisors, LLC reported owning IUSB?

Pinnacle Family Advisors, LLC reported IUSB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IUSB position in Pinnacle Family Advisors, LLC's portfolio?

The largest reported portfolio weight for IUSB was 0.53% in 2024 Q4.

What is the latest reported IUSB position on this page?

The most recent filing on this page is 2026 Q2, when Pinnacle Family Advisors, LLC reported 22,958 shares, equal to 0.44% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IUSB ownership page compare?

The chart compares Pinnacle Family Advisors, LLC's quarterly IUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pinnacle Family Advisors, LLC time their IUSB position?

Based on 13F filing dates vs. subsequent IUSB price moves, Pinnacle Family Advisors, LLC correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on IUSB relative to SPY over the holding period was +75.5%.

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