Galvin Gaustad & Stein’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Galvin Gaustad & Stein’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	$12.2M	Buy	263,589 +13,366	+5%	+$616K	0.9%	40
2026 Q1	$11.6M	Buy	250,223 +4,729	+2%	+$220K	0.92%	42
2025 Q4	$11.4M	Buy	245,494 +6,382	+3%	+$298K	0.89%	50
2025 Q3	$11.2M	Buy	239,112 +3,770	+2%	+$174K	0.91%	50
2025 Q2	$10.9M	Buy	235,342 +4,323	+2%	+$197K	0.94%	41
2025 Q1	$10.6M	Buy	231,019 +7,798	+3%	+$355K	0.95%	47
2024 Q4	$10.1M	Buy	223,221 +8,546	+4%	+$392K	0.9%	45
2024 Q3	$10.1M	Buy	214,675 +16,744	+8%	+$777K	0.9%	47
2024 Q2	$8.95M	Buy	197,931 +8,105	+4%	+$364K	0.83%	48
2024 Q1	$8.65M	Buy	189,826 +10,427	+6%	+$475K	0.8%	49
2023 Q4	$8.26M	Buy	179,399 +19,537	+12%	+$863K	0.77%	49
2023 Q3	$6.99M	Buy	159,862 +26,137	+20%	+$1.17M	0.71%	49
2023 Q2	$6.08M	Buy	133,725 +40,654	+44%	+$1.86M	0.59%	50
2023 Q1	$4.3M	Buy	93,071 +17,797	+24%	+$814K	0.42%	60
2022 Q4	$3.38M	Buy	75,274 +9,947	+15%	+$445K	0.34%	66
2022 Q3	$2.91M	Buy	65,327 +45,437	+228%	+$2.12M	0.31%	68
2022 Q2	$931K	Buy	+19,890	New	+$945K	0.09%	94

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Galvin Gaustad & Stein's IUSB Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.3% in Q2 2026, buying an estimated $616K and bringing the position to 263,589 shares worth $12.2M. The position accounts for 0.9% of the portfolio, ranked #40.

Galvin Gaustad & Stein first reported a position in IUSB in Q2 2022 and has held it in 17 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Galvin Gaustad & Stein held 263,589 shares of iShares Core Universal USD Bond ETF worth $12.2M as of Q2 2026.
Galvin Gaustad & Stein bought 13,366 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $616K.
iShares Core Universal USD Bond ETF made up 0.9% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #40 holding.
Galvin Gaustad & Stein first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.