Real Talk Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Real Talk Capital’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	$289K	Sell	6,254 -663	-10%	-$30.6K	0.21%	86
2026 Q1	$320K	Buy	6,917 +159	+2%	+$7.41K	0.3%	69
2025 Q4	$315K	Buy	6,758 +626	+10%	+$29.3K	0.31%	70
2025 Q3	$286K	Sell	6,132 -1,471	-19%	-$68K	0.31%	70
2025 Q2	$351K	Buy	7,603 +80	+1%	+$3.65K	0.42%	59
2025 Q1	$347K	Sell	7,523 -1,198	-14%	-$54.6K	0.47%	59
2024 Q4	$394K	Buy	+8,721	New	+$400K	0.52%	55

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

Real Talk Capital's IUSB Position: Q2 2026 in Review

Real Talk Capital reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.6% in Q2 2026, selling an estimated $30.6K and leaving 6,254 shares worth $289K. The position accounts for 0.21% of the portfolio, ranked #86.

Real Talk Capital first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Real Talk Capital held 6,254 shares of iShares Core Universal USD Bond ETF worth $289K as of Q2 2026.
Real Talk Capital sold 663 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $30.6K.
iShares Core Universal USD Bond ETF made up 0.21% of Real Talk Capital's portfolio in Q2 2026, its #86 holding.
Real Talk Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Real Talk Capital's iShares Core Universal USD Bond ETF position peaked at $394K in Q4 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Real Talk Capital's 13F filing for Q2 2026, filed 14 Aug 2026.