RCS Financial Planning
IUSB icon

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
Q3 		$1.38M Sell
31,280
-1,989
-6% -$90.1K 0.75% 26
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

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

RCS Financial Planning's IUSB Position: Q3 2026 in Review

RCS Financial Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6% in Q3 2026, selling an estimated $90.1K and leaving 31,280 shares worth $1.38M. The position accounts for 0.75% of the portfolio, ranked #26.

RCS Financial Planning first reported a position in IUSB in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.41M in Q3 2024. 250 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • RCS Financial Planning held 31,280 shares of iShares Core Universal USD Bond ETF worth $1.38M as of Q3 2026.
  • RCS Financial Planning sold 1,989 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $90.1K.
  • iShares Core Universal USD Bond ETF made up 0.75% of RCS Financial Planning's portfolio in Q3 2026, its #26 holding.
  • RCS Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • RCS Financial Planning's iShares Core Universal USD Bond ETF position peaked at $9.41M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.