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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
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

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Global Financial Private Client's IUSB Position: Q2 2026 in Review

Global Financial Private Client reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, selling an estimated $52.3K and leaving 6,587 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #208.

Global Financial Private Client first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.81M in Q1 2022. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Global Financial Private Client held 6,587 shares of iShares Core Universal USD Bond ETF worth $304K as of Q2 2026.
  • Global Financial Private Client sold 1,135 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $52.3K.
  • iShares Core Universal USD Bond ETF made up 0.08% of Global Financial Private Client's portfolio in Q2 2026, its #208 holding.
  • Global Financial Private Client first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Global Financial Private Client's iShares Core Universal USD Bond ETF position peaked at $2.81M in Q1 2022.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.