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GeoWealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

GeoWealth Management’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
Q1 		$215M Buy
4,664,293
+81,788
+2% +$3.81M 7.76% 1
2025
Q4 		$213M Sell
4,582,505
-1,885
-0% -$88.1K 7.86% 1
2025
Q3 		$214M Buy
4,584,390
+427,446
+10% +$19.8M 7.81% 1
2025
Q2 		$192M Sell
4,156,944
-290,084
-7% -$13.2M 7.5% 2
2025
Q1 		$205M Sell
4,447,028
-38,568
-0.9% -$1.76M 8.23% 1
2024
Q4 		$203M Buy
4,485,596
+513,340
+13% +$23.6M 6.63% 1
2024
Q3 		$187M Buy
3,972,256
+386,766
+11% +$17.9M 6.61% 1
2024
Q2 		$162M Buy
3,585,490
+149,925
+4% +$6.74M 7.05% 1
2024
Q1 		$157M Buy
3,435,565
+3,423,263
+27,827% +$156M 6.06% 1
2023
Q4 		$566K Buy
12,302
+148
+1% +$6.54K 0.05% 310
2023
Q3 		$531K Buy
12,154
+1,227
+11% +$54.8K 0.06% 201
2023
Q2 		$497K Buy
10,927
+8,687
+388% +$398K 0.05% 169
2023
Q1 		$103K Buy
2,240
+932
+71% +$42.7K 0.01% 239
2022
Q4 		$59K Buy
+1,308
New +$58.5K 0.01% 290
2021
Q2 		– Sell
-28,057
Closed -$1.48M – 277
2021
Q1 		$1.48M Sell
28,057
-1,609
-5% -$86.2K 0.23% 74
2020
Q4 		$1.61M Buy
29,666
+1,271
+4% +$69K 0.26% 86
2020
Q3 		$1.54M Buy
28,395
+930
+3% +$50.8K 0.47% 67
2020
Q2 		$1.49M Sell
27,465
-1,516
-5% -$81.2K 0.62% 48
2020
Q1 		$1.52M Sell
28,981
-17,250
-37% -$906K 1.08% 32
2019
Q4 		$2.41M Buy
+46,231
New +$2.41M 1.3% 28
2019
Q3 		– Sell
-16,429
Closed -$849K – 214
2019
Q2 		$849K Buy
+16,429
New +$834K 2.23% 13

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GeoWealth Management's IUSB Position: Q1 2026 in Review

GeoWealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.8% in Q1 2026, buying an estimated $3.81M and bringing the position to 4,664,293 shares worth $215M. The position accounts for 7.76% of the portfolio, ranked #1.

GeoWealth Management first reported a position in IUSB in Q2 2019 and has held it in 21 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • GeoWealth Management held 4,664,293 shares of iShares Core Universal USD Bond ETF worth $215M as of Q1 2026.
  • GeoWealth Management bought 81,788 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.81M.
  • iShares Core Universal USD Bond ETF made up 7.76% of GeoWealth Management's portfolio in Q1 2026, its #1 holding.
  • GeoWealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.