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

Roxbury 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
Q3 		$15.4K Buy
+348
New +$15.8K 0.01% 305
2025
Q1 		– Sell
-107
Closed -$4.95K – 384
2024
Q4 		$4.95K Buy
+107
New +$4.91K ﹤0.01% 330

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Roxbury Financial's IUSB Position: Q3 2026 in Review

Roxbury Financial opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 348 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Roxbury Financial previously reported a position in IUSB as recently as Q4 2024.

Roxbury Financial first reported a position in IUSB in Q4 2024 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Roxbury Financial held 348 shares of iShares Core Universal USD Bond ETF worth $15.4K as of Q3 2026.
  • iShares Core Universal USD Bond ETF was a new Roxbury Financial position in Q3 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #305 holding.
  • Roxbury Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.