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Leonard Rickey Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Leonard Rickey Investment 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 		$4.97M Sell
107,688
-43,475
-29% -$2M 0.78% 22
2026
Q1 		$6.98M Buy
151,163
+53,455
+55% +$2.49M 1.21% 16
2025
Q4 		$4.55M Buy
97,708
+18,396
+23% +$860K 0.82% 22
2025
Q3 		$3.7M Sell
79,312
-52,264
-40% -$2.42M 0.7% 24
2025
Q2 		$6.08M Sell
131,576
-161,282
-55% -$7.36M 1.21% 19
2025
Q1 		$13.3M Buy
292,858
+47,240
+19% +$2.15M 2.87% 14
2024
Q4 		$11.1M Buy
245,618
+6,124
+3% +$281K 2.56% 14
2024
Q3 		$11.3M Buy
239,494
+6,657
+3% +$309K 2.56% 14
2024
Q2 		$10.5M Sell
232,837
-282
-0.1% -$12.7K 2.52% 14
2024
Q1 		$10.6M Buy
233,119
+191,864
+465% +$8.73M 2.75% 13
2023
Q4 		$1.9M Sell
41,255
-658
-2% -$29.1K 0.56% 25
2023
Q3 		$1.83M Buy
41,913
+30,688
+273% +$1.37M 0.6% 25
2023
Q2 		$510K Buy
11,225
+1,985
+21% +$90.8K 0.19% 43
2023
Q1 		$426K Buy
9,240
+385
+4% +$17.6K 0.17% 48
2022
Q4 		$398K Buy
8,855
+85
+1% +$3.8K 0.17% 44
2022
Q3 		$390K Buy
8,770
+695
+9% +$32.4K 0.18% 41
2022
Q2 		$378K Sell
8,075
-5,745
-42% -$273K 0.17% 46
2022
Q1 		$686K Sell
13,820
-779
-5% -$39.7K 0.26% 36
2021
Q4 		$773K Sell
14,599
-196
-1% -$10.4K 0.28% 35
2021
Q3 		$788K Sell
14,795
-6,866
-32% -$369K 0.33% 35
2021
Q2 		$1.17M Buy
21,661
+93
+0.4% +$4.94K 0.5% 24
2021
Q1 		$1.14M Buy
21,568
+1,709
+9% +$91.6K 0.46% 23
2020
Q4 		$1.08M Buy
19,859
+4,554
+30% +$247K 0.49% 24
2020
Q3 		$832K Sell
15,305
-11
-0.1% -$601 0.52% 23
2020
Q2 		$832K Sell
15,316
-194
-1% -$10.4K 0.54% 22
2020
Q1 		$814K Buy
+15,510
New +$814K 0.63% 19

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Leonard Rickey Investment Advisors's IUSB Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, selling an estimated $2M and leaving 107,688 shares worth $4.97M. The position accounts for 0.78% of the portfolio, ranked #22.

Leonard Rickey Investment Advisors first reported a position in IUSB in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.3M in Q1 2025. 423 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Leonard Rickey Investment Advisors held 107,688 shares of iShares Core Universal USD Bond ETF worth $4.97M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 43,475 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares Core Universal USD Bond ETF made up 0.78% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Leonard Rickey Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $13.3M in Q1 2025.
  • 423 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.