GRP
IUSB icon

Global Retirement Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Global Retirement Partners’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
2025
Q4 		$29.5M Buy
633,336
+272,481
+76% +$12.7M 0.52% 38
2025
Q3 		$16.9M Sell
360,855
-8,170
-2% -$378K 0.38% 54
2025
Q2 		$17.1M Buy
+369,025
New +$16.8M 0.42% 48
2024
Q4 		$12.5M Buy
276,321
+59,618
+28% +$2.74M 0.36% 59
2024
Q3 		$10.2M Buy
216,703
+46,690
+27% +$2.17M 0.31% 68
2024
Q2 		$7.69M Buy
170,013
+34,974
+26% +$1.57M 0.24% 85
2024
Q1 		$6.16M Buy
135,039
+41,127
+44% +$1.87M 0.23% 96
2023
Q4 		$4.29M Buy
93,912
+26,416
+39% +$1.17M 0.18% 122
2023
Q3 		$2.92M Buy
67,496
+1,919
+3% +$85.8K 0.15% 141
2023
Q2 		$2.98M Buy
65,577
+720
+1% +$32.9K 0.15% 138
2023
Q1 		$3M Buy
64,857
+6,654
+11% +$305K 0.16% 138
2022
Q4 		$2.62M Buy
58,203
+9,667
+20% +$432K 0.18% 129
2022
Q3 		$2.13M Buy
48,536
+4,363
+10% +$204K 0.16% 140
2022
Q2 		$2.07M Buy
44,173
+7,291
+20% +$346K 0.17% 136
2022
Q1 		$1.76M Buy
+36,882
New +$1.88M 0.14% 166
2021
Q4 		– Sell
-11,413
Closed -$608K – 1020
2021
Q3 		$608K Buy
11,413
+1,976
+21% +$106K 0.06% 269
2021
Q2 		$505K Buy
9,437
+3,143
+50% +$167K 0.05% 290
2021
Q1 		$332K Buy
6,294
+5,994
+1,998% +$321K 0.04% 327
2020
Q4 		$16K Hold
300
– – ﹤0.01% 1111
2020
Q3 		$16K Hold
300
– – ﹤0.01% 998
2020
Q2 		$16K Hold
300
– – ﹤0.01% 970
2020
Q1 		$16K Buy
+300
New +$15.8K ﹤0.01% 868

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Global Retirement Partners's IUSB Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 76% in Q4 2025, buying an estimated $12.7M and bringing the position to 633,336 shares worth $29.5M. The position accounts for 0.52% of the portfolio, ranked #38.

Global Retirement Partners first reported a position in IUSB in Q1 2020 and has held it in 22 quarters since. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Global Retirement Partners held 633,336 shares of iShares Core Universal USD Bond ETF worth $29.5M as of Q4 2025.
  • Global Retirement Partners bought 272,481 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $12.7M.
  • iShares Core Universal USD Bond ETF made up 0.52% of Global Retirement Partners's portfolio in Q4 2025, its #38 holding.
  • Global Retirement Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.