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Raleigh Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Raleigh Capital 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 		$1.1M Buy
23,779
+8,470
+55% +$391K 0.35% 78
2026
Q1 		$707K Buy
15,309
+1,113
+8% +$51.9K 0.24% 107
2025
Q4 		$661K Sell
14,196
-347
-2% -$16.2K 0.24% 103
2025
Q3 		$679K Sell
14,543
-3,646
-20% -$169K 0.26% 97
2025
Q2 		$841K Sell
18,189
-657
-3% -$30K 0.35% 84
2025
Q1 		$868K Sell
18,846
-537
-3% -$24.5K 0.39% 74
2024
Q4 		$876K Sell
19,383
-1,585
-8% -$72.8K 0.34% 90
2024
Q3 		$988K Buy
20,968
+3,830
+22% +$178K 0.38% 81
2024
Q2 		$775K Sell
17,138
-1,083
-6% -$48.7K 0.33% 95
2024
Q1 		$831K Buy
18,221
+6,734
+59% +$306K 0.36% 85
2023
Q4 		$529K Sell
11,487
-2,695
-19% -$119K 0.25% 102
2023
Q3 		$620K Sell
14,182
-1,440
-9% -$64.4K 0.32% 86
2023
Q2 		$710K Sell
15,622
-1,697
-10% -$77.7K 0.35% 88
2023
Q1 		$799K Buy
17,319
+1,684
+11% +$77.1K 0.4% 80
2022
Q4 		$702K Sell
15,635
-361
-2% -$16.1K 0.37% 83
2022
Q3 		$712K Sell
15,996
-3,689
-19% -$172K 0.42% 72
2022
Q2 		$922K Sell
19,685
-2,511
-11% -$119K 0.52% 59
2022
Q1 		$1.1M Buy
22,196
+3,450
+18% +$176K 0.6% 47
2021
Q4 		$992K Buy
+18,746
New +$994K 1.02% 29

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
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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Raleigh Capital Management's IUSB Position: Q2 2026 in Review

Raleigh Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 55% in Q2 2026, buying an estimated $391K and bringing the position to 23,779 shares worth $1.1M. The position accounts for 0.35% of the portfolio, ranked #78.

Raleigh Capital Management first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2022. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Raleigh Capital Management held 23,779 shares of iShares Core Universal USD Bond ETF worth $1.1M as of Q2 2026.
  • Raleigh Capital Management bought 8,470 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $391K.
  • iShares Core Universal USD Bond ETF made up 0.35% of Raleigh Capital Management's portfolio in Q2 2026, its #78 holding.
  • Raleigh Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's iShares Core Universal USD Bond ETF position peaked at $1.1M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.