B. Riley Wealth Advisors
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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
Q3 		$8.86M Buy
200,845
+33,451
+20% +$1.52M 0.34% 57
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 Sell
138,944
-496,920
-78% -$22.7M 0.3% 67
2025
Q1 		$29.3M Buy
635,864
+305,645
+93% +$13.9M 0.87% 13
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

B. Riley Wealth Advisors's IUSB Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q3 2026, buying an estimated $1.52M and bringing the position to 200,845 shares worth $8.86M. The position accounts for 0.34% of the portfolio, ranked #57.

B. Riley Wealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $37.5M in Q3 2024. 449 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • B. Riley Wealth Advisors held 200,845 shares of iShares Core Universal USD Bond ETF worth $8.86M as of Q3 2026.
  • B. Riley Wealth Advisors bought 33,451 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.52M.
  • iShares Core Universal USD Bond ETF made up 0.34% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $37.5M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.