Financial Gravity Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Gravity Asset 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 Q1	$64.9K	Buy	1,404 +37	+3%	+$1.72K	0.01%	275
2025 Q4	$63.6K	Sell	1,367 -952	-41%	-$44.5K	0.01%	230
2025 Q3	$108K	Buy	+2,319	New	+$107K	0.02%	213
2025 Q1	$181K	Buy	+3,935	New	+$179K	0.04%	156
2024 Q2	$819K	Sell	18,102 -42,219	-70%	-$1.9M	0.2%	70
2024 Q1	$2.77M	Sell	60,321 -2,073,989	-97%	-$94.4M	0.37%	63
2023 Q4	$3.13M	Buy	2,134,310 +37,534	+2%	+$1.66M	0.03%	163
2023 Q3	$1.4M	Buy	2,096,776 +1,904,397	+990%	+$85.1M	0.02%	281
2023 Q2	$8.75K	Buy	192,379 +8,329	+5%	+$381K	0.02%	377
2023 Q1	$8.51K	Buy	+184,050	New	+$8.42M	0.26%	69

Other funds holding IUSB

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return