SRWM
IUSB icon

Shira Ridge Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Shira Ridge Wealth 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 		$4.8M Sell
103,932
-10,880
-9% -$502K 1.67% 17
2026
Q1 		$5.3M Buy
114,812
+16,574
+17% +$772K 2.1% 15
2025
Q4 		$4.57M Buy
98,238
+12,893
+15% +$603K 1.84% 14
2025
Q3 		$3.99M Sell
85,345
-5,092
-6% -$236K 1.69% 17
2025
Q2 		$4.18M Sell
90,437
-2,625
-3% -$120K 1.91% 15
2025
Q1 		$4.29M Sell
93,062
-4,867
-5% -$222K 2.14% 15
2024
Q4 		$4.43M Buy
97,929
+23,874
+32% +$1.1M 2.17% 14
2024
Q3 		$3.49M Buy
74,055
+55,294
+295% +$2.57M 1.78% 14
2024
Q2 		$848K Buy
18,761
+1,137
+6% +$51.1K 0.47% 34
2024
Q1 		$803K Buy
17,624
+424
+2% +$19.3K 0.46% 36
2023
Q4 		$792K Sell
17,200
-1,592
-8% -$70.4K 0.48% 35
2023
Q3 		$821K Buy
18,792
+1,276
+7% +$57K 0.54% 32
2023
Q2 		$796K Buy
17,516
+2,863
+20% +$131K 0.5% 32
2023
Q1 		$676K Buy
+14,653
New +$671K 0.45% 36

Other funds holding IUSB

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shira Ridge Wealth Management's IUSB Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.5% in Q2 2026, selling an estimated $502K and leaving 103,932 shares worth $4.8M. The position accounts for 1.67% of the portfolio, ranked #17.

Shira Ridge Wealth Management first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.3M in Q1 2026. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Shira Ridge Wealth Management held 103,932 shares of iShares Core Universal USD Bond ETF worth $4.8M as of Q2 2026.
  • Shira Ridge Wealth Management sold 10,880 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $502K.
  • iShares Core Universal USD Bond ETF made up 1.67% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Shira Ridge Wealth Management's iShares Core Universal USD Bond ETF position peaked at $5.3M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.