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

Gen-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	$3.93M	Buy	85,221 +28,784	+51%	+$1.33M	1.09%	15
2026 Q1	$2.61M	Buy	56,437 +17,616	+45%	+$821K	0.82%	28
2025 Q4	$1.81M	Buy	38,821 +9,526	+33%	+$445K	0.58%	45
2025 Q3	$1.37M	Sell	29,295 -7,653	-21%	-$354K	0.46%	51
2025 Q2	$1.71M	Sell	36,948 -4,209	-10%	-$192K	0.66%	36
2025 Q1	$1.9M	Sell	41,157 -2,525	-6%	-$115K	0.79%	28
2024 Q4	$1.97M	Sell	43,682 -5,460	-11%	-$251K	0.85%	19
2024 Q3	$2.26M	Buy	49,142 +1,410	+3%	+$65.4K	0.99%	15
2024 Q2	$2.16M	Sell	47,732 -1,981	-4%	-$89.1K	1.04%	14
2024 Q1	$2.27M	Buy	+49,713	New	+$2.26M	1.12%	14

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Gen-Wealth Partners's IUSB Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 51% in Q2 2026, buying an estimated $1.33M and bringing the position to 85,221 shares worth $3.93M. The position accounts for 1.09% of the portfolio, ranked #15.

Gen-Wealth Partners first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Gen-Wealth Partners held 85,221 shares of iShares Core Universal USD Bond ETF worth $3.93M as of Q2 2026.
Gen-Wealth Partners bought 28,784 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.33M.
iShares Core Universal USD Bond ETF made up 1.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #15 holding.
Gen-Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
600 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.