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Gateway Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gateway Wealth Partners’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 		$16.5M Sell
357,713
-137,318
-28% -$6.33M 0.99% 10
2026
Q1 		$22.9M Buy
495,031
+337,770
+215% +$15.7M 0.89% 15
2025
Q4 		$7.32M Buy
157,261
+5,813
+4% +$272K 0.81% 33
2025
Q3 		$7.07M Sell
151,448
-1,082
-0.7% -$50K 0.96% 25
2025
Q2 		$7.05M Buy
152,530
+4,181
+3% +$191K 1.34% 11
2025
Q1 		$6.84M Buy
148,349
+17,503
+13% +$798K 1.54% 9
2024
Q4 		$5.91M Buy
130,846
+14,316
+12% +$657K 1.53% 10
2024
Q3 		$5.49M Buy
116,530
+7,900
+7% +$367K 1.51% 10
2024
Q2 		$4.91M Buy
108,630
+5,069
+5% +$228K 1.48% 12
2024
Q1 		$4.72M Buy
103,561
+27,310
+36% +$1.24M 1.69% 10
2023
Q4 		$3.51M Buy
76,251
+1,473
+2% +$65.1K 1.42% 16
2023
Q3 		$3.27M Buy
74,778
+7,935
+12% +$355K 0.59% 38
2023
Q2 		$3.04M Buy
66,843
+939
+1% +$43K 0.54% 40
2023
Q1 		$3.04M Buy
65,904
+16,061
+32% +$735K 0.47% 40
2022
Q4 		$2.24M Buy
+49,843
New +$2.23M 0.38% 44

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

Gateway Wealth Partners's IUSB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 28% in Q2 2026, selling an estimated $6.33M and leaving 357,713 shares worth $16.5M. The position accounts for 0.99% of the portfolio, ranked #10.

Gateway Wealth Partners first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.9M in Q1 2026. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Gateway Wealth Partners held 357,713 shares of iShares Core Universal USD Bond ETF worth $16.5M as of Q2 2026.
  • Gateway Wealth Partners sold 137,318 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.33M.
  • iShares Core Universal USD Bond ETF made up 0.99% of Gateway Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Gateway Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $22.9M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.