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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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. 857 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.
  • 857 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.