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

Gilpin Wealth 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 Q3	$14.9K	Buy	337 +57	+20%	+$2.58K	0.01%	305
2026 Q2	$12.9K	Buy	280 +58	+26%	+$2.68K	0.01%	292
2026 Q1	$10.3K	Buy	222 +9	+4%	+$419	0.01%	292
2025 Q4	$9.9K	Buy	+213	New	+$10K	0.01%	286

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Gilpin Wealth Management's IUSB Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q3 2026, buying an estimated $2.58K and bringing the position to 337 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #305.

Gilpin Wealth Management first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Gilpin Wealth Management held 337 shares of iShares Core Universal USD Bond ETF worth $14.9K as of Q3 2026.
Gilpin Wealth Management bought 57 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.58K.
iShares Core Universal USD Bond ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #305 holding.
Gilpin Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.