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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Retirement Wealth Solutions's IUSB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 45% in Q2 2026, buying an estimated $1.41M and bringing the position to 98,948 shares worth $4.57M. The position accounts for 2.52% of the portfolio, ranked #11.

Retirement Wealth Solutions first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Retirement Wealth Solutions held 98,948 shares of iShares Core Universal USD Bond ETF worth $4.57M as of Q2 2026.
Retirement Wealth Solutions bought 30,481 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.41M.
iShares Core Universal USD Bond ETF made up 2.52% of Retirement Wealth Solutions's portfolio in Q2 2026, its #11 holding.
Retirement Wealth Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.