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Royal Fund Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Royal Fund 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 		$7.69M Buy
166,737
+7,568
+5% +$349K 0.64% 51
2026
Q1 		$7.35M Sell
159,169
-2,959
-2% -$138K 0.7% 42
2025
Q4 		$7.55M Buy
162,128
+105,546
+187% +$4.93M 0.69% 46
2025
Q3 		$2.64M Sell
56,582
-91,714
-62% -$4.24M 0.31% 101
2025
Q2 		$6.86M Buy
148,296
+4,655
+3% +$212K 0.68% 42
2025
Q1 		$6.63M Buy
143,641
+5,168
+4% +$236K 0.74% 37
2024
Q4 		$6.27M Buy
138,473
+6,803
+5% +$312K 0.58% 50
2024
Q3 		$6.21M Buy
131,670
+18,851
+17% +$875K 0.37% 65
2024
Q2 		$5.11M Buy
112,819
+4,584
+4% +$206K 0.41% 48
2024
Q1 		$4.93M Buy
108,235
+7,865
+8% +$358K 0.48% 64
2023
Q4 		$4.62M Buy
100,370
+1,069
+1% +$47.2K 0.51% 55
2023
Q3 		$4.34M Buy
99,301
+4,058
+4% +$181K 0.59% 51
2023
Q2 		$4.33M Sell
95,243
-481
-0.5% -$22K 0.54% 59
2023
Q1 		$4.42M Buy
95,724
+258
+0.3% +$11.8K 0.63% 59
2022
Q4 		$4.29M Sell
95,466
-1,130
-1% -$50.5K 0.68% 53
2022
Q3 		$4.3M Sell
96,596
-910
-0.9% -$42.5K 0.78% 50
2022
Q2 		$4.57M Buy
97,506
+2,999
+3% +$143K 0.76% 52
2022
Q1 		$4.69M Buy
94,507
+11,424
+14% +$582K 0.68% 51
2021
Q4 		$4.4M Buy
83,083
+11,263
+16% +$597K 0.63% 58
2021
Q3 		$3.82M Buy
71,820
+10,677
+17% +$574K 0.56% 65
2021
Q2 		$3.27M Buy
61,143
+10,867
+22% +$577K 0.54% 71
2021
Q1 		$2.65M Buy
50,276
+13,948
+38% +$747K 0.49% 81
2020
Q4 		$1.98M Buy
36,328
+16,082
+79% +$874K 0.42% 77
2020
Q3 		$1.1M Buy
20,246
+6,630
+49% +$362K 0.28% 78
2020
Q2 		$739K Buy
13,616
+7,535
+124% +$404K 0.26% 77
2020
Q1 		$319K Buy
6,081
+4,831
+386% +$254K 0.13% 99
2019
Q4 		$65K Buy
+1,250
New +$65.2K 0.02% 222

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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Royal Fund Management's IUSB Position: Q2 2026 in Review

Royal Fund Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.8% in Q2 2026, buying an estimated $349K and bringing the position to 166,737 shares worth $7.69M. The position accounts for 0.64% of the portfolio, ranked #51.

Royal Fund Management first reported a position in IUSB in Q4 2019 and has held it in 27 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Royal Fund Management held 166,737 shares of iShares Core Universal USD Bond ETF worth $7.69M as of Q2 2026.
  • Royal Fund Management bought 7,568 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $349K.
  • iShares Core Universal USD Bond ETF made up 0.64% of Royal Fund Management's portfolio in Q2 2026, its #51 holding.
  • Royal Fund Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.