Genesis Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Genesis Wealth Advisors’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	$367K	Sell	7,959 -741	-9%	-$34.2K	0.22%	48
2026 Q1	$402K	Buy	8,700 +167	+2%	+$7.78K	0.27%	40
2025 Q4	$397K	Buy	8,533 +2	+0%	+$93	0.27%	39
2025 Q3	$398K	Buy	8,531 +148	+2%	+$6.84K	0.28%	39
2025 Q2	$388K	Sell	8,383 -1,315	-14%	-$60K	0.29%	38
2025 Q1	$447K	Sell	9,698 -2,998	-24%	-$137K	0.36%	33
2024 Q4	$574K	Buy	+12,696	New	+$583K	0.5%	32

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

Genesis Wealth Advisors's IUSB Position: Q2 2026 in Review

Genesis Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 8.5% in Q2 2026, selling an estimated $34.2K and leaving 7,959 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #48.

Genesis Wealth Advisors first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Genesis Wealth Advisors held 7,959 shares of iShares Core Universal USD Bond ETF worth $367K as of Q2 2026.
Genesis Wealth Advisors sold 741 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $34.2K.
iShares Core Universal USD Bond ETF made up 0.22% of Genesis Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Genesis Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $574K in Q4 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.