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 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 $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Galvin Gaustad & Stein's IUSB Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.9% in Q1 2026, buying an estimated $220K and bringing the position to 250,223 shares worth $11.6M. The position accounts for 0.92% of the portfolio, ranked #42.

Galvin Gaustad & Stein first reported a position in IUSB in Q2 2022 and has held it in 16 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Galvin Gaustad & Stein held 250,223 shares of iShares Core Universal USD Bond ETF worth $11.6M as of Q1 2026.
Galvin Gaustad & Stein bought 4,729 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $220K.
iShares Core Universal USD Bond ETF made up 0.92% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #42 holding.
Galvin Gaustad & Stein first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 16 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.