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RCS Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

RCS Financial Planning’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 		$1.54M Buy
33,269
+5,401
+19% +$249K 0.73% 22
2026
Q1 		$1.29M Sell
27,868
-96,297
-78% -$4.49M 0.67% 25
2025
Q4 		$5.78M Sell
124,165
-1,290
-1% -$60.3K 2.49% 10
2025
Q3 		$5.86M Sell
125,455
-5,443
-4% -$252K 2.6% 9
2025
Q2 		$6.05M Sell
130,898
-1,480
-1% -$67.5K 3.01% 9
2025
Q1 		$6.1M Sell
132,378
-22,037
-14% -$1M 3.22% 9
2024
Q4 		$6.98M Sell
154,415
-45,193
-23% -$2.07M 3.71% 9
2024
Q3 		$9.41M Buy
199,608
+20,346
+11% +$944K 5.22% 6
2024
Q2 		$8.11M Buy
179,262
+54,982
+44% +$2.47M 4.78% 6
2024
Q1 		$5.67M Sell
124,280
-19,343
-13% -$880K 3.49% 10
2023
Q4 		$6.62M Buy
143,623
+31,163
+28% +$1.38M 4.33% 7
2023
Q3 		$4.92M Buy
112,460
+27,296
+32% +$1.22M 3.76% 8
2023
Q2 		$3.87M Buy
85,164
+7,075
+9% +$324K 3.2% 8
2023
Q1 		$3.6M Buy
78,089
+16,012
+26% +$733K 3.2% 9
2022
Q4 		$2.79M Buy
+62,077
New +$2.78M 2.71% 10

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RCS Financial Planning's IUSB Position: Q2 2026 in Review

RCS Financial Planning increased its iShares Core Universal USD Bond ETF (IUSB) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 33,269 shares worth $1.54M. The position accounts for 0.73% of the portfolio, ranked #22.

RCS Financial Planning first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.41M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • RCS Financial Planning held 33,269 shares of iShares Core Universal USD Bond ETF worth $1.54M as of Q2 2026.
  • RCS Financial Planning bought 5,401 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares Core Universal USD Bond ETF made up 0.73% of RCS Financial Planning's portfolio in Q2 2026, its #22 holding.
  • RCS Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's iShares Core Universal USD Bond ETF position peaked at $9.41M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.