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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
Q2 		$7.14M Buy
154,696
+59,818
+63% +$2.76M 0.71% 23
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Redwood Investment Management's IUSB Position: Q2 2026 in Review

Redwood Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 63% in Q2 2026, buying an estimated $2.76M and bringing the position to 154,696 shares worth $7.14M. The position accounts for 0.71% of the portfolio, ranked #23.

Redwood Investment Management first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Redwood Investment Management held 154,696 shares of iShares Core Universal USD Bond ETF worth $7.14M as of Q2 2026.
  • Redwood Investment Management bought 59,818 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.76M.
  • iShares Core Universal USD Bond ETF made up 0.71% of Redwood Investment Management's portfolio in Q2 2026, its #23 holding.
  • Redwood Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.