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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RDA Financial Network's IUSB Position: Q2 2026 in Review

RDA Financial Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 83% in Q2 2026, buying an estimated $1.27M and bringing the position to 60,553 shares worth $2.79M. The position accounts for 0.61% of the portfolio, ranked #42.

RDA Financial Network first reported a position in IUSB in Q1 2022 and has held it in 18 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

RDA Financial Network held 60,553 shares of iShares Core Universal USD Bond ETF worth $2.79M as of Q2 2026.
RDA Financial Network bought 27,457 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.27M.
iShares Core Universal USD Bond ETF made up 0.61% of RDA Financial Network's portfolio in Q2 2026, its #42 holding.
RDA Financial Network first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.