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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Global Retirement Partners's IUSB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 879,400 shares worth $40.6M. The stake represents 0.62% of the portfolio and ranks #28 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IUSB as recently as Q4 2025.

Global Retirement Partners first reported a position in IUSB in Q1 2020 and has held it in 23 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Global Retirement Partners held 879,400 shares of iShares Core Universal USD Bond ETF worth $40.6M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.62% of Global Retirement Partners's portfolio in Q2 2026, its #28 holding.
  • Global Retirement Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.