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Retirement Capital Strategies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Retirement Capital Strategies’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 		$9.87M Buy
213,628
+11,966
+6% +$558K 3.73% 9
2025
Q4 		$9.39M Buy
201,662
+14,528
+8% +$679K 3.48% 8
2025
Q3 		$8.74M Sell
187,134
-2,268
-1% -$105K 3.35% 8
2025
Q2 		$8.76M Sell
189,402
-12,620
-6% -$576K 3.47% 9
2025
Q1 		$9.31M Buy
202,022
+33,751
+20% +$1.54M 3.63% 9
2024
Q4 		$7.61M Sell
168,271
-193,650
-54% -$8.89M 2.88% 10
2024
Q3 		$17.1M Buy
361,921
+350,108
+2,964% +$16.2M 6.67% 4
2024
Q2 		$534K Sell
11,813
-360,123
-97% -$16.2M 0.21% 47
2024
Q1 		$17M Sell
371,936
-3,364
-0.9% -$153K 6.93% 3
2023
Q4 		$17.3M Buy
+375,300
New +$16.6M 7.5% 3
2022
Q3 		– Sell
-213,431
Closed -$9.99M – 60
2022
Q2 		$9.99M Sell
213,431
-127,809
-37% -$6.07M 4.48% 9
2022
Q1 		$16.5M Buy
341,240
+300,273
+733% +$15.3M 6.63% 5
2021
Q4 		$2.17M Buy
+40,967
New +$2.17M 0.8% 23
2020
Q1 		– Sell
-18,038
Closed -$940K – 46
2019
Q4 		$940K Buy
18,038
+609
+3% +$31.8K 0.45% 26
2019
Q3 		$913K Sell
17,429
-2,202
-11% -$115K 0.46% 27
2019
Q2 		$1.01M Buy
19,631
+608
+3% +$30.9K 0.51% 26
2019
Q1 		$963K Sell
19,023
-1,540
-7% -$76.6K 0.49% 26
2018
Q4 		$1.01M Sell
20,563
-4,890
-19% -$238K 0.57% 23
2018
Q3 		$1.25M Buy
25,453
+10,291
+68% +$508K 0.62% 15
2018
Q2 		$748K Buy
+15,162
New +$748K 0.39% 13

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Retirement Capital Strategies's IUSB Position: Q1 2026 in Review

Retirement Capital Strategies increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.9% in Q1 2026, buying an estimated $558K and bringing the position to 213,628 shares worth $9.87M. The position accounts for 3.73% of the portfolio, ranked #9.

Retirement Capital Strategies first reported a position in IUSB in Q2 2018 and has held it in 20 quarters since. The position peaked at $17.3M in Q4 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Retirement Capital Strategies held 213,628 shares of iShares Core Universal USD Bond ETF worth $9.87M as of Q1 2026.
  • Retirement Capital Strategies bought 11,966 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $558K.
  • iShares Core Universal USD Bond ETF made up 3.73% of Retirement Capital Strategies's portfolio in Q1 2026, its #9 holding.
  • Retirement Capital Strategies first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 20 quarters since.
  • Retirement Capital Strategies's iShares Core Universal USD Bond ETF position peaked at $17.3M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.