GIA
IUSB icon

Gladstone Institutional Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gladstone Institutional Advisory’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 		$440K Buy
9,532
+520
+6% +$24K 0.01% 634
2026
Q1 		$416K Buy
9,012
+126
+1% +$5.87K 0.02% 580
2025
Q4 		$414K Sell
8,886
-4,652
-34% -$217K 0.02% 544
2025
Q3 		$632K Sell
13,538
-1,980
-13% -$91.6K 0.02% 461
2025
Q2 		$717K Buy
15,518
+1,834
+13% +$83.7K 0.03% 409
2025
Q1 		$631K Sell
13,684
-110
-0.8% -$5.01K 0.03% 415
2024
Q4 		$624K Sell
13,794
-5,022
-27% -$231K 0.03% 412
2024
Q3 		$887K Sell
18,816
-3,312
-15% -$154K 0.04% 341
2024
Q2 		$1M Sell
22,128
-6,286
-22% -$283K 0.05% 302
2024
Q1 		$1.3M Sell
28,414
-3,406
-11% -$155K 0.07% 269
2023
Q4 		$1.47M Buy
31,820
+6,907
+28% +$305K 0.08% 238
2023
Q3 		$1.09M Buy
24,913
+10,034
+67% +$448K 0.07% 256
2023
Q2 		$677K Sell
14,879
-2,760
-16% -$126K 0.04% 345
2023
Q1 		$814K Sell
17,639
-240
-1% -$11K 0.05% 325
2022
Q4 		$803K Sell
17,879
-2,391
-12% -$107K 0.06% 316
2022
Q3 		$902K Buy
20,270
+8,953
+79% +$418K 0.07% 290
2022
Q2 		$530K Buy
11,317
+3,262
+40% +$155K 0.04% 396
2022
Q1 		$400K Buy
+8,055
New +$411K 0.03% 476
2020
Q2 		– Sell
-26,987
Closed -$1.42M – 276
2020
Q1 		$1.42M Buy
+26,987
New +$1.42M 0.37% 61

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Gladstone Institutional Advisory's IUSB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.8% in Q2 2026, buying an estimated $24K and bringing the position to 9,532 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #634.

Gladstone Institutional Advisory first reported a position in IUSB in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2023. 334 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Gladstone Institutional Advisory held 9,532 shares of iShares Core Universal USD Bond ETF worth $440K as of Q2 2026.
  • Gladstone Institutional Advisory bought 520 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $24K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #634 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's iShares Core Universal USD Bond ETF position peaked at $1.47M in Q4 2023.
  • 334 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.