RFN
IUSB icon

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

Redwood 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
2025
Q1 		– Sell
-4,823
Closed -$218K – 163
2024
Q4 		$218K Sell
4,823
-686
-12% -$31.5K 0.16% 143
2024
Q3 		$260K Sell
5,509
-344
-6% -$16K 0.2% 123
2024
Q2 		$265K Sell
5,853
-131
-2% -$5.89K 0.22% 118
2024
Q1 		$273K Buy
5,984
+16
+0.3% +$728 0.24% 116
2023
Q4 		$275K Sell
5,968
-521
-8% -$23K 0.27% 115
2023
Q3 		$284K Buy
6,489
+1,135
+21% +$50.7K 0.3% 108
2023
Q2 		$243K Sell
5,354
-368
-6% -$16.8K 0.23% 127
2023
Q1 		$264K Buy
5,722
+235
+4% +$10.8K 0.27% 117
2022
Q4 		$247K Sell
5,487
-1,555
-22% -$69.6K 0.28% 115
2022
Q3 		$313K Sell
7,042
-148
-2% -$6.9K 0.36% 92
2022
Q2 		$337K Sell
7,190
-107
-1% -$5.08K 0.37% 88
2022
Q1 		$362K Buy
+7,297
New +$372K 0.34% 96

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Redwood Financial Network's IUSB Position: Q1 2025 in Review

Redwood Financial Network sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 4,823 shares — an estimated $218K sold.

Redwood Financial Network first reported a position in IUSB in Q1 2022 and held it in 12 quarters. The position peaked at $362K in Q1 2022. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Redwood Financial Network reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Redwood Financial Network sold 4,823 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $218K.
  • Redwood Financial Network first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 12 quarters.
  • Redwood Financial Network's iShares Core Universal USD Bond ETF position peaked at $362K in Q1 2022.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Redwood Financial Network's 13F filing for Q1 2025, filed 15 May 2025.