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Gallagher Fiduciary Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gallagher Fiduciary Advisors’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 		$4.62M Sell
100,158
-3,292,359
-97% -$152M 0.15% 48
2026
Q1 		$1.01M Buy
3,392,517
+3,298,042
+3,491% +$154M 0.04% 72
2025
Q4 		$4.4M Buy
94,475
+73,965
+361% +$3.46M 0.14% 41
2025
Q3 		$958K Sell
20,510
-3,357,239
-99% -$155M 0.04% 84
2025
Q2 		$999K Buy
3,377,749
+3,286,352
+3,596% +$150M 0.04% 76
2025
Q1 		$4.21M Buy
91,397
+73,847
+421% +$3.37M 0.14% 42
2024
Q4 		$793K Buy
17,550
+12,783
+268% +$587K 0.16% 79
2024
Q3 		$225K Buy
+4,767
New +$221K 0.05% 238
2024
Q2 		– Sell
-150,695
Closed -$6.87M – 269
2024
Q1 		$6.87M Buy
150,695
+288
+0.2% +$13.1K 0.24% 21
2023
Q4 		$6.93M Buy
150,407
+4,663
+3% +$206K 0.24% 20
2023
Q3 		$6.37M Buy
145,744
+2,163
+2% +$96.7K 0.56% 19
2023
Q2 		$6.53M Buy
143,581
+6,234
+5% +$285K 0.5% 23
2023
Q1 		$6.34M Buy
+137,347
New +$6.29M 0.52% 22

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

Gallagher Fiduciary Advisors's IUSB Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 97% in Q2 2026, selling an estimated $152M and leaving 100,158 shares worth $4.62M. The position accounts for 0.15% of the portfolio, ranked #48.

Gallagher Fiduciary Advisors first reported a position in IUSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.93M in Q4 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Gallagher Fiduciary Advisors held 100,158 shares of iShares Core Universal USD Bond ETF worth $4.62M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 3,292,359 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $152M.
  • iShares Core Universal USD Bond ETF made up 0.15% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #48 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's iShares Core Universal USD Bond ETF position peaked at $6.93M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.