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

Riverbend Wealth Management’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 		$349K Buy
7,556
+1,829
+32% +$84.3K 0.18% 133
2026
Q1 		$265K Buy
5,727
+96
+2% +$4.47K 0.15% 137
2025
Q4 		$262K Sell
5,631
-726
-11% -$33.9K 0.16% 134
2025
Q3 		$297K Buy
6,357
+1,311
+26% +$60.6K 0.21% 113
2025
Q2 		$233K Sell
5,046
-427
-8% -$19.5K 0.18% 123
2025
Q1 		$252K Buy
5,473
+113
+2% +$5.15K 0.23% 105
2024
Q4 		$242K Buy
+5,360
New +$246K 0.22% 104

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Riverbend Wealth Management's IUSB Position: Q2 2026 in Review

Riverbend Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, buying an estimated $84.3K and bringing the position to 7,556 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #133.

Riverbend Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Riverbend Wealth Management held 7,556 shares of iShares Core Universal USD Bond ETF worth $349K as of Q2 2026.
  • Riverbend Wealth Management bought 1,829 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $84.3K.
  • iShares Core Universal USD Bond ETF made up 0.18% of Riverbend Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Riverbend Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 438 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.