Global Financial Private Client
IUSB icon

Global Financial Private Client’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Global Financial Private Client’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 		$311K Buy
7,044
+457
+7% +$20.7K 0.09% 205
2026
Q2 		$304K Sell
6,587
-1,135
-15% -$52.3K 0.08% 208
2026
Q1 		$357K Buy
7,722
+370
+5% +$17.2K 0.12% 183
2025
Q4 		$342K Sell
7,352
-242
-3% -$11.3K 0.12% 180
2025
Q3 		$355K Sell
7,594
-1,657
-18% -$76.6K 0.13% 175
2025
Q2 		$428K Sell
9,251
-254
-3% -$11.6K 0.16% 152
2025
Q1 		$438K Buy
9,505
+288
+3% +$13.1K 0.17% 136
2024
Q4 		$417K Sell
9,217
-2,611
-22% -$120K 0.16% 146
2024
Q3 		$557K Buy
11,828
+977
+9% +$45.3K 0.22% 117
2024
Q2 		$491K Buy
10,851
+552
+5% +$24.8K 0.21% 124
2024
Q1 		$465K Buy
10,299
+2,216
+27% +$101K 0.2% 123
2023
Q4 		$372K Sell
8,083
-1,682
-17% -$74.3K 0.17% 137
2023
Q3 		$423K Sell
9,765
-3,987
-29% -$178K 0.22% 106
2023
Q2 		$622K Buy
13,752
+828
+6% +$37.9K 0.31% 78
2023
Q1 		$597K Sell
12,924
-5,515
-30% -$252K 0.31% 80
2022
Q4 		$828K Sell
18,439
-26,651
-59% -$1.19M 0.46% 50
2022
Q3 		$2.02M Buy
45,090
+8,008
+22% +$374K 1.16% 17
2022
Q2 		$1.75M Sell
37,082
-19,678
-35% -$935K 0.99% 23
2022
Q1 		$2.81M Buy
56,760
+17,382
+44% +$886K 1.36% 18
2021
Q4 		$2.08M Buy
39,378
+456
+1% +$24.2K 1.01% 22
2021
Q3 		$2.07M Buy
38,922
+14,546
+60% +$781K 1.07% 22
2021
Q2 		$1.3M Buy
24,376
+11,618
+91% +$617K 0.73% 33
2021
Q1 		$674K Buy
+12,758
New +$684K 0.48% 52

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Financial Private Client's IUSB Position: Q3 2026 in Review

Global Financial Private Client increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.9% in Q3 2026, buying an estimated $20.7K and bringing the position to 7,044 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #205.

Global Financial Private Client first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.81M in Q1 2022. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Global Financial Private Client held 7,044 shares of iShares Core Universal USD Bond ETF worth $311K as of Q3 2026.
  • Global Financial Private Client bought 457 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $20.7K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Global Financial Private Client's portfolio in Q3 2026, its #205 holding.
  • Global Financial Private Client first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Global Financial Private Client's iShares Core Universal USD Bond ETF position peaked at $2.81M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.