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RFP Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

RFP Financial Group’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
2025
Q4 		– Sell
-10,422
Closed -$471K – 94
2025
Q3 		$471K Buy
10,422
+1,486
+17% +$68.7K 0.19% 63
2025
Q2 		$413K Sell
8,936
-1,179
-12% -$53.8K 0.17% 69
2025
Q1 		$466K Sell
10,115
-307
-3% -$14K 0.19% 74
2024
Q4 		$471K Buy
10,422
+585
+6% +$26.9K 0.18% 67
2024
Q3 		$464K Sell
9,837
-1,918
-16% -$89K 0.15% 68
2024
Q2 		$532K Sell
11,755
-525
-4% -$23.6K 0.2% 62
2024
Q1 		$560K Buy
12,280
+16
+0.1% +$728 0.22% 58
2023
Q4 		$565K Sell
12,264
-434
-3% -$19.2K 0.23% 55
2023
Q3 		$555K Buy
12,698
+8
+0.1% +$358 0.24% 52
2023
Q2 		$577K Sell
12,690
-46
-0.4% -$2.1K 0.24% 55
2023
Q1 		$588K Buy
12,736
+53
+0.4% +$2.43K 0.68% 23
2022
Q4 		$570K Buy
+12,683
New +$567K 0.26% 51

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RFP Financial Group's IUSB Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 10,422 shares — an estimated $471K sold.

RFP Financial Group first reported a position in IUSB in Q4 2022 and held it in 12 quarters. The position peaked at $588K in Q1 2023. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • RFP Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 10,422 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $471K.
  • RFP Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 12 quarters.
  • RFP Financial Group's iShares Core Universal USD Bond ETF position peaked at $588K in Q1 2023.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.