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B. Riley Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$7.75M Buy
167,394
+40,741
+32% +$1.88M 0.42% 51
2026
Q1 		$5.84M Buy
126,653
+2,910
+2% +$136K 0.37% 70
2025
Q4 		$5.76M Sell
123,743
-7,927
-6% -$371K 0.27% 82
2025
Q3 		$6.15M Sell
131,670
-7,274
-5% -$336K 0.28% 71
2025
Q2 		$6.42M Buy
+138,944
New +$6.34M 0.3% 67
2024
Q4 		$14.9M Sell
330,219
-467,476
-59% -$21.5M 0.49% 32
2024
Q3 		$37.5M Buy
797,695
+83,977
+12% +$3.9M 1.04% 9
2024
Q2 		$32.3M Buy
713,718
+80,658
+13% +$3.63M 0.82% 15
2024
Q1 		$27.7M Buy
633,060
+163,319
+35% +$7.43M 0.75% 16
2023
Q4 		$21.6M Sell
469,741
-163,319
-26% -$7.22M 0.58% 27
2023
Q3 		$27.7M Buy
633,060
+53,511
+9% +$2.39M 0.75% 16
2023
Q2 		$26.4M Buy
579,549
+16,764
+3% +$767K 0.59% 25
2023
Q1 		$26M Buy
562,785
+74,829
+15% +$3.42M 0.69% 20
2022
Q4 		$21.9M Buy
487,956
+102,459
+27% +$4.58M 0.61% 24
2022
Q3 		$17.2M Sell
385,497
-33,625
-8% -$1.57M 0.52% 35
2022
Q2 		$19.6M Buy
419,122
+6,072
+1% +$289K 0.83% 18
2022
Q1 		$20.5M Buy
413,050
+77,153
+23% +$3.93M 0.67% 20
2021
Q4 		$17.8M Buy
335,897
+25,190
+8% +$1.34M 0.51% 27
2021
Q3 		$16.5M Buy
310,707
+38,274
+14% +$2.06M 0.53% 30
2021
Q2 		$14.6M Buy
272,433
+52,333
+24% +$2.78M 0.47% 35
2021
Q1 		$11.6M Buy
+220,100
New +$11.8M 0.41% 44

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

B. Riley Wealth Advisors's IUSB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, buying an estimated $1.88M and bringing the position to 167,394 shares worth $7.75M. The position accounts for 0.42% of the portfolio, ranked #51.

B. Riley Wealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $37.5M in Q3 2024. 313 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • B. Riley Wealth Advisors held 167,394 shares of iShares Core Universal USD Bond ETF worth $7.75M as of Q2 2026.
  • B. Riley Wealth Advisors bought 40,741 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.88M.
  • iShares Core Universal USD Bond ETF made up 0.42% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $37.5M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.