Riverbend Wealth Management
IUSB icon

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
Q3 		$825K Buy
18,712
+11,156
+148% +$506K 0.38% 71
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Riverbend Wealth Management's IUSB Position: Q3 2026 in Review

Riverbend Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 148% in Q3 2026, buying an estimated $506K and bringing the position to 18,712 shares worth $825K. The position accounts for 0.38% of the portfolio, ranked #71.

Riverbend Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Riverbend Wealth Management held 18,712 shares of iShares Core Universal USD Bond ETF worth $825K as of Q3 2026.
  • Riverbend Wealth Management bought 11,156 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $506K.
  • iShares Core Universal USD Bond ETF made up 0.38% of Riverbend Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Riverbend Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.