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 -19,432	-52%	-$874K	0.2%	70
2024 Q1	$1.73M	Hold	37,534	–	–	0.49%	51
2023 Q4	$1.73M	Buy	+37,534	New	+$1.66M	0.49%	51

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Gravity Asset Management's IUSB Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q1 2026, buying an estimated $1.72K and bringing the position to 1,404 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #275.

Financial Gravity Asset Management first reported a position in IUSB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2024. 842 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Financial Gravity Asset Management held 1,404 shares of iShares Core Universal USD Bond ETF worth $64.9K as of Q1 2026.
Financial Gravity Asset Management bought 37 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.72K.
iShares Core Universal USD Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #275 holding.
Financial Gravity Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares Core Universal USD Bond ETF position peaked at $1.73M in Q1 2024.
842 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.