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 Q3	$11.9M	Buy	270,678 +7,089	+3%	+$321K	0.9%	39
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Galvin Gaustad & Stein's IUSB Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q3 2026, buying an estimated $321K and bringing the position to 270,678 shares worth $11.9M. The position accounts for 0.9% of the portfolio, ranked #39.

Galvin Gaustad & Stein first reported a position in IUSB in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.2M in Q2 2026. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Galvin Gaustad & Stein held 270,678 shares of iShares Core Universal USD Bond ETF worth $11.9M as of Q3 2026.
Galvin Gaustad & Stein bought 7,089 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $321K.
iShares Core Universal USD Bond ETF made up 0.9% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #39 holding.
Galvin Gaustad & Stein first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 18 quarters since.
Galvin Gaustad & Stein's iShares Core Universal USD Bond ETF position peaked at $12.2M in Q2 2026.
295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.