GC Wealth Management RIA’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

GC Wealth Management RIA’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	$630K	Sell	13,649 -1,819	-12%	-$83.9K	0.04%	298
2026 Q1	$714K	Buy	15,468 +4,114	+36%	+$192K	0.03%	289
2025 Q4	$528K	Buy	11,354 +34	+0.3%	+$1.59K	0.02%	348
2025 Q3	$529K	Buy	11,320 +3,694	+48%	+$171K	0.02%	543
2025 Q2	$353K	Buy	7,626 +467	+7%	+$21.3K	0.03%	401
2025 Q1	$330K	Buy	7,159 +2,181	+44%	+$99.4K	0.06%	235
2024 Q4	$225K	Hold	4,978	–	–	0.04%	266
2024 Q3	$235K	Hold	4,978	–	–	0.04%	272
2024 Q2	$225K	Hold	4,978	–	–	0.04%	251
2024 Q1	$227K	Buy	+4,978	New	+$227K	0.05%	256

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

GC Wealth Management RIA's IUSB Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, selling an estimated $83.9K and leaving 13,649 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #298.

GC Wealth Management RIA first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $714K in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

GC Wealth Management RIA held 13,649 shares of iShares Core Universal USD Bond ETF worth $630K as of Q2 2026.
GC Wealth Management RIA sold 1,819 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $83.9K.
iShares Core Universal USD Bond ETF made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #298 holding.
GC Wealth Management RIA first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's iShares Core Universal USD Bond ETF position peaked at $714K in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.