Redwood Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Redwood Investment Management’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 Q1	$4.38M	Buy	94,878 +8,229	+9%	+$383K	0.54%	26
2025 Q4	$4.03M	Sell	86,649 -13,723	-14%	-$641K	0.45%	31
2025 Q3	$4.69M	Buy	100,372 +9,209	+10%	+$426K	0.51%	25
2025 Q2	$4.21M	Sell	91,163 -42,708	-32%	-$1.95M	0.45%	40
2025 Q1	$6.17M	Buy	133,871 +34,628	+35%	+$1.58M	0.67%	21
2024 Q4	$4.49M	Buy	99,243 +7,248	+8%	+$333K	0.44%	33
2024 Q3	$4.33M	Buy	91,995 +24,384	+36%	+$1.13M	0.38%	50
2024 Q2	$3.06M	Buy	67,611 +2,017	+3%	+$90.7K	0.26%	75
2024 Q1	$2.99M	Buy	65,594 +8,288	+14%	+$377K	0.28%	81
2023 Q4	$2.64M	Buy	57,306 +5,030	+10%	+$222K	0.24%	85
2023 Q3	$2.29M	Buy	+52,276	New	+$2.34M	0.2%	96

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Redwood Investment Management's IUSB Position: Q1 2026 in Review

Redwood Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.5% in Q1 2026, buying an estimated $383K and bringing the position to 94,878 shares worth $4.38M. The position accounts for 0.54% of the portfolio, ranked #26.

Redwood Investment Management first reported a position in IUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.17M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Redwood Investment Management held 94,878 shares of iShares Core Universal USD Bond ETF worth $4.38M as of Q1 2026.
Redwood Investment Management bought 8,229 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $383K.
iShares Core Universal USD Bond ETF made up 0.54% of Redwood Investment Management's portfolio in Q1 2026, its #26 holding.
Redwood Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 11 quarters since.
Redwood Investment Management's iShares Core Universal USD Bond ETF position peaked at $6.17M in Q1 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.