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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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 164 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.
  • 164 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.