Realta Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Realta Investment Advisors’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	$4.84K	Buy	105 +1	+1%	+$46	﹤0.01%	345
2026 Q1	$4.79K	Buy	104 +1	+1%	+$47	﹤0.01%	334
2025 Q4	$4.79K	Buy	103 +1	+1%	+$47	﹤0.01%	314
2025 Q3	$4.74K	Buy	+102	New	+$4.72K	﹤0.01%	299
2025 Q2	–	Sell	-99	Closed	-$4.58K	–	317
2025 Q1	$4.58K	Buy	+99	New	+$4.51K	﹤0.01%	300
2024 Q4	–	Sell	-671	Closed	-$31.1K	–	373
2024 Q3	$31.1K	Sell	671 -531	-44%	-$24.6K	0.01%	255
2024 Q2	$54.4K	Sell	1,202 -254	-17%	-$11.4K	0.01%	529
2024 Q1	$66.4K	Buy	+1,456	New	+$66.3K	0.01%	522
2023 Q3	–	Sell	-4,037	Closed	-$184K	–	798
2023 Q2	$184K	Buy	+4,037	New	+$185K	0.04%	406
2023 Q1	–	Sell	-3,065	Closed	-$138K	–	619
2022 Q4	$138K	Buy	3,065 +698	+29%	+$31.2K	0.03%	442
2022 Q3	$105K	Buy	+2,367	New	+$110K	0.03%	445

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

Realta Investment Advisors's IUSB Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.96% in Q2 2026, buying an estimated $46 and bringing the position to 105 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Realta Investment Advisors first reported a position in IUSB in Q3 2022 and has held it in 11 quarters since. The position peaked at $184K in Q2 2023. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Realta Investment Advisors held 105 shares of iShares Core Universal USD Bond ETF worth $4.84K as of Q2 2026.
Realta Investment Advisors bought 1 iShares Core Universal USD Bond ETF share in Q2 2026, an estimated $46.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #345 holding.
Realta Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 11 quarters since.
Realta Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $184K in Q2 2023.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.