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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Ridgeline Wealth's IUSB Position: Q2 2026 in Review

Ridgeline Wealth held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 10,010 shares worth $462K. The position accounts for 0.27% of the portfolio, ranked #40.

Ridgeline Wealth first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $534K in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Ridgeline Wealth held 10,010 shares of iShares Core Universal USD Bond ETF worth $462K as of Q2 2026.
Ridgeline Wealth left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.27% of Ridgeline Wealth's portfolio in Q2 2026, its #40 holding.
Ridgeline Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's iShares Core Universal USD Bond ETF position peaked at $534K in Q4 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.