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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
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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RCS Financial Planning's IUSB Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 78% in Q1 2026, selling an estimated $4.49M and leaving 27,868 shares worth $1.29M. The position accounts for 0.67% of the portfolio, ranked #25.

RCS Financial Planning first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.41M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • RCS Financial Planning held 27,868 shares of iShares Core Universal USD Bond ETF worth $1.29M as of Q1 2026.
  • RCS Financial Planning sold 96,297 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $4.49M.
  • iShares Core Universal USD Bond ETF made up 0.67% of RCS Financial Planning's portfolio in Q1 2026, its #25 holding.
  • RCS Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's iShares Core Universal USD Bond ETF position peaked at $9.41M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.