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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
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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Financial Gravity Companies's IUSB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2025: 3,957 shares worth $183K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IUSB as recently as Q4 2024.

Financial Gravity Companies first reported a position in IUSB in Q3 2024 and has held it in 3 quarters since. The position peaked at $189K in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Financial Gravity Companies held 3,957 shares of iShares Core Universal USD Bond ETF worth $183K as of Q2 2025.
  • iShares Core Universal USD Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Core Universal USD Bond ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2025, its #163 holding.
  • Financial Gravity Companies first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares Core Universal USD Bond ETF position peaked at $189K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.