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Robinswood Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Robinswood Financial’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 		$15.6K Hold
339
– – ﹤0.01% 258
2026
Q1 		$15.7K Hold
339
– – ﹤0.01% 250
2025
Q4 		$15.8K Sell
339
-51
-13% -$2.38K 0.01% 239
2025
Q3 		$18.3K Sell
390
-98
-20% -$4.53K 0.01% 218
2025
Q2 		$22.6K Buy
488
+10
+2% +$456 0.01% 204
2025
Q1 		$22K Buy
478
+129
+37% +$5.88K 0.01% 189
2024
Q4 		$15.8K Hold
349
– – 0.01% 174
2024
Q3 		$16.4K Hold
349
– – 0.01% 179
2024
Q2 		$15.8K Buy
349
+161
+86% +$7.24K 0.01% 185
2024
Q1 		$8.49K Hold
188
– – ﹤0.01% 160
2023
Q4 		$8.66K Hold
188
– – ﹤0.01% 152
2023
Q3 		$8.22K Hold
188
– – ﹤0.01% 158
2023
Q2 		$8.55K Buy
+188
New +$8.6K ﹤0.01% 139

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Robinswood Financial's IUSB Position: Q2 2026 in Review

Robinswood Financial held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 339 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Robinswood Financial first reported a position in IUSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.6K in Q2 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Robinswood Financial held 339 shares of iShares Core Universal USD Bond ETF worth $15.6K as of Q2 2026.
  • Robinswood Financial left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #258 holding.
  • Robinswood Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's iShares Core Universal USD Bond ETF position peaked at $22.6K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.