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

Financial Gravity Companies’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 		$45.3K Buy
+981
New +$45.2K 0.01% 322
2025
Q2 		$183K Buy
+3,957
New +$181K 0.04% 163
2024
Q4 		$178K Sell
3,935
-86
-2% -$3.95K 0.04% 146
2024
Q3 		$189K Buy
+4,021
New +$187K 0.05% 95

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Financial Gravity Companies's IUSB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 981 shares worth $45.3K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IUSB as recently as Q2 2025.

Financial Gravity Companies first reported a position in IUSB in Q3 2024 and has held it in 4 quarters since. The position peaked at $189K in Q3 2024. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Financial Gravity Companies held 981 shares of iShares Core Universal USD Bond ETF worth $45.3K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #322 holding.
  • Financial Gravity Companies first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares Core Universal USD Bond ETF position peaked at $189K in Q3 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.