Retirement Wealth Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Retirement Wealth Solutions’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 Q3	$5.39M	Buy	122,211 +23,263	+24%	+$1.05M	2.85%	10
2026 Q2	$4.57M	Buy	98,948 +30,481	+45%	+$1.41M	2.52%	11
2026 Q1	$3.16M	Buy	68,467 +7,239	+12%	+$337K	1.99%	14
2025 Q4	$2.85M	Sell	61,228 -4,034	-6%	-$189K	1.8%	14
2025 Q3	$3.05M	Sell	65,262 -7,913	-11%	-$366K	2%	15
2025 Q2	$3.38M	Buy	73,175 +4,868	+7%	+$222K	2.47%	11
2025 Q1	$3.15M	Buy	68,307 +9,887	+17%	+$451K	2.54%	10
2024 Q4	$2.62M	Buy	+58,420	New	+$2.68M	2.21%	10

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Retirement Wealth Solutions's IUSB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q3 2026, buying an estimated $1.05M and bringing the position to 122,211 shares worth $5.39M. The position accounts for 2.85% of the portfolio, ranked #10.

Retirement Wealth Solutions first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Retirement Wealth Solutions held 122,211 shares of iShares Core Universal USD Bond ETF worth $5.39M as of Q3 2026.
Retirement Wealth Solutions bought 23,263 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.05M.
iShares Core Universal USD Bond ETF made up 2.85% of Retirement Wealth Solutions's portfolio in Q3 2026, its #10 holding.
Retirement Wealth Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.