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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
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

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Robertson Stephens Wealth Management's IUSB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 58% in Q2 2026, buying an estimated $358K and bringing the position to 21,175 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #324.

Robertson Stephens Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.85M in Q3 2023. 424 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Robertson Stephens Wealth Management held 21,175 shares of iShares Core Universal USD Bond ETF worth $977K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 7,768 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $358K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Robertson Stephens Wealth Management's iShares Core Universal USD Bond ETF position peaked at $7.85M in Q3 2023.
  • 424 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.