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

Richardson Financial Services’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 Q1	$1.06M	Buy	22,910 +500	+2%	+$23.3K	0.66%	27
2025 Q4	$1.04M	Buy	22,410 +1,974	+10%	+$92.3K	0.34%	34
2025 Q3	$955K	Buy	20,436 +1,150	+6%	+$53.2K	0.59%	42
2025 Q2	$888K	Buy	19,286 +218	+1%	+$9.95K	0.6%	40
2025 Q1	$879K	Sell	19,068 -1,445	-7%	-$65.9K	0.67%	36
2024 Q4	$928K	Sell	20,513 -2,553	-11%	-$117K	0.65%	38
2024 Q3	$1.04M	Hold	23,066	–	–	0.66%	36
2024 Q2	$1.04M	Sell	23,066 -1,842	-7%	-$82.8K	0.75%	30
2024 Q1	$1.14M	Buy	24,908 +2,676	+12%	+$122K	0.8%	28
2023 Q4	$1.02M	Buy	+22,232	New	+$983K	0.9%	24

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Richardson Financial Services's IUSB Position: Q1 2026 in Review

Richardson Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q1 2026, buying an estimated $23.3K and bringing the position to 22,910 shares worth $1.06M. The position accounts for 0.66% of the portfolio, ranked #27.

Richardson Financial Services first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Richardson Financial Services held 22,910 shares of iShares Core Universal USD Bond ETF worth $1.06M as of Q1 2026.
Richardson Financial Services bought 500 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $23.3K.
iShares Core Universal USD Bond ETF made up 0.66% of Richardson Financial Services's portfolio in Q1 2026, its #27 holding.
Richardson Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares Core Universal USD Bond ETF position peaked at $1.14M in Q1 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.