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RDA Financial Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

RDA Financial Network’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 		$3.43M Buy
77,772
+17,219
+28% +$780K 0.75% 33
2026
Q2 		$2.79M Buy
60,553
+27,457
+83% +$1.27M 0.61% 42
2026
Q1 		$1.53M Buy
33,096
+2,451
+8% +$114K 0.38% 71
2025
Q4 		$1.43M Buy
30,645
+156
+0.5% +$7.29K 0.34% 87
2025
Q3 		$1.42M Sell
30,489
-6,987
-19% -$323K 0.35% 89
2025
Q2 		$1.73M Sell
37,476
-8,662
-19% -$395K 0.47% 63
2025
Q1 		$2.13M Sell
46,138
-7,038
-13% -$321K 0.63% 43
2024
Q4 		$2.4M Buy
53,176
+16,232
+44% +$745K 0.7% 33
2024
Q3 		$1.74M Buy
36,944
+2,918
+9% +$135K 0.54% 55
2024
Q2 		$1.54M Buy
34,026
+22,912
+206% +$1.03M 0.5% 59
2024
Q1 		$507K Buy
11,114
+4,240
+62% +$193K 0.17% 126
2023
Q4 		$317K Buy
6,874
+231
+3% +$10.2K 0.12% 171
2023
Q3 		$290K Sell
6,643
-1,712
-20% -$76.5K 0.13% 169
2023
Q2 		$380K Buy
8,355
+54
+0.7% +$2.47K 0.16% 134
2023
Q1 		$383K Buy
8,301
+1,228
+17% +$56.2K 0.17% 126
2022
Q4 		$318K Buy
7,073
+2,200
+45% +$98.4K 0.16% 145
2022
Q3 		$217K Buy
4,873
+182
+4% +$8.49K 0.12% 181
2022
Q2 		$220K Sell
4,691
-349
-7% -$16.6K 0.11% 184
2022
Q1 		$250K Buy
+5,040
New +$257K 0.11% 187

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

RDA Financial Network's IUSB Position: Q3 2026 in Review

RDA Financial Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 28% in Q3 2026, buying an estimated $780K and bringing the position to 77,772 shares worth $3.43M. The position accounts for 0.75% of the portfolio, ranked #33.

RDA Financial Network first reported a position in IUSB in Q1 2022 and has held it in 19 quarters since. 109 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • RDA Financial Network held 77,772 shares of iShares Core Universal USD Bond ETF worth $3.43M as of Q3 2026.
  • RDA Financial Network bought 17,219 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $780K.
  • iShares Core Universal USD Bond ETF made up 0.75% of RDA Financial Network's portfolio in Q3 2026, its #33 holding.
  • RDA Financial Network first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.