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Gerber Kawasaki Wealth & Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q2 		$437K Buy
+9,478
New +$437K 0.01% 252

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
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

Gerber Kawasaki Wealth & Investment Management's IUSB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 9,478 shares worth $437K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings.

671 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 9,478 shares of iShares Core Universal USD Bond ETF worth $437K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #252 holding.
  • 671 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.