Gilbert & Cook’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gilbert & Cook’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	$200K	Hold	4,344	–	–	0.02%	226
2026 Q1	$201K	Hold	4,344	–	–	0.03%	217
2025 Q4	$202K	Hold	4,344	–	–	0.03%	218
2025 Q3	$203K	Hold	4,344	–	–	0.03%	205
2025 Q2	$201K	Hold	4,344	–	–	0.03%	202
2025 Q1	$200K	Buy	+4,344	New	+$198K	0.03%	199
2024 Q4	–	Sell	-4,344	Closed	-$205K	–	208
2024 Q3	$205K	Buy	+4,344	New	+$202K	0.03%	209
2024 Q1	–	Sell	-4,344	Closed	-$200K	–	229
2023 Q4	$200K	Sell	4,344 -17,882	-80%	-$790K	0.03%	215
2023 Q3	$972K	Sell	22,226 -2,756	-11%	-$123K	0.15%	58
2023 Q2	$1.14M	Hold	24,982	–	–	0.18%	41
2023 Q1	$1.15M	Sell	24,982 -7,948	-24%	-$364K	0.2%	40
2022 Q4	$1.48M	Sell	32,930 -150,910	-82%	-$6.75M	0.27%	30
2022 Q3	$8M	Buy	+183,840	New	+$8.58M	1.78%	11

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

Gilbert & Cook's IUSB Position: Q2 2026 in Review

Gilbert & Cook held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 4,344 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #226.

Gilbert & Cook first reported a position in IUSB in Q3 2022 and has held it in 13 quarters since. The position peaked at $8M in Q3 2022. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Gilbert & Cook held 4,344 shares of iShares Core Universal USD Bond ETF worth $200K as of Q2 2026.
Gilbert & Cook left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.02% of Gilbert & Cook's portfolio in Q2 2026, its #226 holding.
Gilbert & Cook first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 13 quarters since.
Gilbert & Cook's iShares Core Universal USD Bond ETF position peaked at $8M in Q3 2022.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.