RFN
IUSB icon

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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return