Ridgeline Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ridgeline Wealth’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 Q3	$439K	Sell	9,932 -78	-0.8%	-$3.54K	0.25%	39
2026 Q2	$462K	Hold	10,010	–	–	0.27%	40
2026 Q1	$462K	Sell	10,010 -4	-0%	-$186	0.33%	31
2025 Q4	$466K	Hold	10,014	–	–	0.32%	32
2025 Q3	$468K	Sell	10,014 -6	-0.1%	-$277	0.35%	31
2025 Q2	$463K	Sell	10,020 -32	-0.3%	-$1.46K	0.38%	32
2025 Q1	$463K	Sell	10,052 -1,760	-15%	-$80.2K	0.39%	33
2024 Q4	$534K	Buy	+11,812	New	+$542K	0.44%	32

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Ridgeline Wealth's IUSB Position: Q3 2026 in Review

Ridgeline Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.78% in Q3 2026, selling an estimated $3.54K and leaving 9,932 shares worth $439K. The position accounts for 0.25% of the portfolio, ranked #39.

Ridgeline Wealth first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $534K in Q4 2024. 642 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Ridgeline Wealth held 9,932 shares of iShares Core Universal USD Bond ETF worth $439K as of Q3 2026.
Ridgeline Wealth sold 78 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $3.54K.
iShares Core Universal USD Bond ETF made up 0.25% of Ridgeline Wealth's portfolio in Q3 2026, its #39 holding.
Ridgeline Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's iShares Core Universal USD Bond ETF position peaked at $534K in Q4 2024.
642 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.