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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
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

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Root Financial Partners's IUSB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 489 shares — an estimated $22.6K sold.

Root Financial Partners first reported a position in IUSB in Q3 2025 and held it in 3 quarters. The position peaked at $56.1K in Q3 2025. 388 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 489 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $22.6K.
  • Root Financial Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Core Universal USD Bond ETF position peaked at $56.1K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.