Global Retirement Partners
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
2026
Q3 		$44.4M Buy
1,007,051
+127,651
+15% +$5.79M 0.63% 25
2026
Q2 		$40.6M Buy
+879,400
New +$40.6M 0.62% 28
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

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Retirement Partners's IUSB Position: Q3 2026 in Review

Global Retirement Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q3 2026, buying an estimated $5.79M and bringing the position to 1,007,051 shares worth $44.4M. The position accounts for 0.63% of the portfolio, ranked #25.

Global Retirement Partners first reported a position in IUSB in Q1 2020 and has held it in 24 quarters since. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Global Retirement Partners held 1,007,051 shares of iShares Core Universal USD Bond ETF worth $44.4M as of Q3 2026.
  • Global Retirement Partners bought 127,651 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $5.79M.
  • iShares Core Universal USD Bond ETF made up 0.63% of Global Retirement Partners's portfolio in Q3 2026, its #25 holding.
  • Global Retirement Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.