Robertson Stephens Wealth Management
IUSB icon

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

Robertson Stephens 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 		$1.48M Buy
33,681
+12,506
+59% +$567K 0.04% 249
2026
Q2 		$977K Buy
21,175
+7,768
+58% +$358K 0.02% 324
2026
Q1 		$619K Buy
13,407
+2,400
+22% +$112K 0.02% 388
2025
Q4 		$512K Buy
+11,007
New +$515K 0.01% 422
2025
Q3 		– Sell
-80,338
Closed -$3.71M – 554
2025
Q2 		$3.71M Buy
80,338
+3,822
+5% +$174K 0.12% 129
2025
Q1 		$3.53M Sell
76,516
-15,891
-17% -$724K 0.12% 138
2024
Q4 		$4.18M Sell
92,407
-47,697
-34% -$2.19M 0.15% 126
2024
Q3 		$6.6M Buy
140,104
+25,363
+22% +$1.18M 0.24% 89
2024
Q2 		$5.19M Buy
114,741
+10,126
+10% +$455K 0.26% 68
2024
Q1 		$4.77M Buy
104,615
+35,794
+52% +$1.63M 0.25% 65
2023
Q4 		$3.17M Sell
68,821
-110,808
-62% -$4.9M 0.19% 97
2023
Q3 		$7.85M Buy
179,629
+59,284
+49% +$2.65M 0.53% 38
2023
Q2 		$5.47M Buy
120,345
+6,866
+6% +$314K 0.39% 59
2023
Q1 		$5.24M Buy
113,479
+27,523
+32% +$1.26M 0.4% 51
2022
Q4 		$3.86M Buy
85,956
+39,777
+86% +$1.78M 0.38% 59
2022
Q3 		$2.05M Sell
46,179
-17,934
-28% -$837K 0.21% 92
2022
Q2 		$3M Sell
64,113
-24,355
-28% -$1.16M 0.28% 80
2022
Q1 		$4.39M Buy
88,468
+16,117
+22% +$821K 0.37% 56
2021
Q4 		$3.83M Buy
72,351
+3,365
+5% +$178K 0.32% 67
2021
Q3 		$3.67M Buy
68,986
+20,557
+42% +$1.1M 0.41% 48
2021
Q2 		$2.59M Buy
48,429
+30,414
+169% +$1.62M 0.31% 60
2021
Q1 		$950K Buy
+18,015
New +$965K 0.15% 108

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robertson Stephens Wealth Management's IUSB Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 59% in Q3 2026, buying an estimated $567K and bringing the position to 33,681 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #249.

Robertson Stephens Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.85M in Q3 2023. 571 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Robertson Stephens Wealth Management held 33,681 shares of iShares Core Universal USD Bond ETF worth $1.48M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 12,506 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $567K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's iShares Core Universal USD Bond ETF position peaked at $7.85M in Q3 2023.
  • 571 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.