Root Financial Partners
IUSB icon

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

Root Financial Partners’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 		$10.1K Buy
+230
New +$10.4K ﹤0.01% 1905
2026
Q2 		– Sell
-489
Closed -$22.6K – 1805
2026
Q1 		$22.6K Hold
489
– – ﹤0.01% 1247
2025
Q4 		$22.8K Sell
489
-711
-59% -$33.2K ﹤0.01% 1120
2025
Q3 		$56.1K Buy
+1,200
New +$55.5K ﹤0.01% 633

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Morgan Stanley
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Northwestern Mutual Wealth Management
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JP Morgan Chase
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners's IUSB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 230 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1905 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IUSB as recently as Q1 2026.

Root Financial Partners first reported a position in IUSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.1K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Root Financial Partners held 230 shares of iShares Core Universal USD Bond ETF worth $10.1K as of Q3 2026.
  • iShares Core Universal USD Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1905 holding.
  • Root Financial Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Core Universal USD Bond ETF position peaked at $56.1K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.