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Range Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Range Financial Group’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 		$3.44M Buy
74,642
+4,137
+6% +$191K 0.94% 32
2026
Q1 		$3.26M Buy
70,505
+5,940
+9% +$277K 1.09% 25
2025
Q4 		$3M Buy
64,565
+30,451
+89% +$1.42M 1.04% 28
2025
Q3 		$1.59M Buy
34,114
+2,205
+7% +$102K 0.57% 56
2025
Q2 		$1.48M Sell
31,909
-5,452
-15% -$249K 0.58% 59
2025
Q1 		$1.72M Sell
37,361
-2,629
-7% -$120K 0.76% 45
2024
Q4 		$1.81M Buy
+39,990
New +$1.84M 0.83% 34
2024
Q3 		– Sell
-24,535
Closed -$1.11M – 124
2024
Q2 		$1.11M Buy
24,535
+2,491
+11% +$112K 0.57% 62
2024
Q1 		$1M Buy
22,044
+3,653
+20% +$166K 0.52% 64
2023
Q4 		$847K Buy
18,391
+419
+2% +$18.5K 0.51% 63
2023
Q3 		$786K Buy
17,972
+478
+3% +$21.4K 0.52% 68
2023
Q2 		$795K Buy
17,494
+2,743
+19% +$126K 0.51% 71
2023
Q1 		$681K Buy
14,751
+7,525
+104% +$344K 0.45% 84
2022
Q4 		$325K Sell
7,226
-2,084
-22% -$93.2K 0.22% 143
2022
Q3 		$414K Sell
9,310
-2,740
-23% -$128K 0.32% 117
2022
Q2 		$564K Buy
12,050
+9
+0.1% +$428 0.41% 99
2022
Q1 		$598K Buy
12,041
+2,086
+21% +$106K 0.38% 98
2021
Q4 		$527K Sell
9,955
-97
-1% -$5.14K 0.35% 102
2021
Q3 		$535K Buy
10,052
+223
+2% +$12K 0.39% 92
2021
Q2 		$526K Buy
+9,829
New +$522K 0.39% 89

Other funds holding IUSB

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Range Financial Group's IUSB Position: Q2 2026 in Review

Range Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.9% in Q2 2026, buying an estimated $191K and bringing the position to 74,642 shares worth $3.44M. The position accounts for 0.94% of the portfolio, ranked #32.

Range Financial Group first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Range Financial Group held 74,642 shares of iShares Core Universal USD Bond ETF worth $3.44M as of Q2 2026.
  • Range Financial Group bought 4,137 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $191K.
  • iShares Core Universal USD Bond ETF made up 0.94% of Range Financial Group's portfolio in Q2 2026, its #32 holding.
  • Range Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.