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

RHS Financial’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 Q2	–	Sell	-6,467	Closed	-$298K	–	141
2025 Q1	$298K	Sell	6,467 -16,461	-72%	-$750K	0.17%	104
2024 Q4	$1.04M	Buy	22,928 +139	+0.6%	+$6.38K	0.54%	52
2024 Q3	$1.07M	Buy	22,789 +1,661	+8%	+$77.1K	0.54%	49
2024 Q2	$955K	Sell	21,128 -4,004	-16%	-$180K	0.58%	46
2024 Q1	$1.15M	Buy	25,132 +6,054	+32%	+$276K	0.67%	37
2023 Q4	$879K	Sell	19,078 -2,066	-10%	-$91.3K	0.56%	43
2023 Q3	$924K	Buy	21,144 +3,630	+21%	+$162K	0.65%	41
2023 Q2	$796K	Buy	17,514 +750	+4%	+$34.3K	0.58%	44
2023 Q1	$774K	Buy	16,764 +9,187	+121%	+$420K	0.59%	44
2022 Q4	$340K	Buy	7,577 +1,283	+20%	+$57.4K	0.27%	66
2022 Q3	$280K	Buy	+6,294	New	+$294K	0.25%	71

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

RHS Financial's IUSB Position: Q2 2025 in Review

RHS Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 6,467 shares — an estimated $298K sold.

RHS Financial first reported a position in IUSB in Q3 2022 and held it in 11 quarters. The position peaked at $1.15M in Q1 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

RHS Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
RHS Financial sold 6,467 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $298K.
RHS Financial first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 11 quarters.
RHS Financial's iShares Core Universal USD Bond ETF position peaked at $1.15M in Q1 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on RHS Financial's 13F filing for Q2 2025, filed 25 Jul 2025.