Regatta Research & Money Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Regatta Research & Money Management’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	$100K	Buy	+2,169	New	+$100K	0.09%	180

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's IUSB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 2,169 shares worth $100K. The stake represents 0.09% of the portfolio and ranks #180 among its holdings.

727 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Regatta Research & Money Management held 2,169 shares of iShares Core Universal USD Bond ETF worth $100K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.09% of Regatta Research & Money Management's portfolio in Q2 2026, its #180 holding.
727 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.