Global Strategic Investment Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Global Strategic Investment Solutions’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 Q1	$58.5M	Buy	1,266,562 +40,138	+3%	+$1.87M	5.7%	4
2025 Q4	$57.1M	Buy	1,226,424 +235,234	+24%	+$11M	5.58%	4
2025 Q3	$46.3M	Buy	991,190 +127,223	+15%	+$5.88M	4.62%	6
2025 Q2	$39.9M	Buy	863,967 +96,387	+13%	+$4.4M	4.27%	7
2025 Q1	$35.4M	Buy	767,580 +72,745	+10%	+$3.32M	4.09%	8
2024 Q4	$31.4M	Buy	694,835 +233,872	+51%	+$10.7M	3.67%	8
2024 Q3	$21.7M	Sell	460,963 -76,119	-14%	-$3.53M	2.54%	12
2024 Q2	$24.3M	Buy	537,082 +43,926	+9%	+$1.98M	2.93%	10
2024 Q1	$22.5M	Buy	493,156 +196,105	+66%	+$8.92M	2.61%	13
2023 Q4	$13.7M	Buy	297,051 +84,724	+40%	+$3.74M	1.68%	18
2023 Q3	$9.28M	Buy	+212,327	New	+$9.49M	1.2%	27

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Global Strategic Investment Solutions's IUSB Position: Q1 2026 in Review

Global Strategic Investment Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.3% in Q1 2026, buying an estimated $1.87M and bringing the position to 1,266,562 shares worth $58.5M. The position accounts for 5.7% of the portfolio, ranked #4.

Global Strategic Investment Solutions first reported a position in IUSB in Q3 2023 and has held it in 11 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Global Strategic Investment Solutions held 1,266,562 shares of iShares Core Universal USD Bond ETF worth $58.5M as of Q1 2026.
Global Strategic Investment Solutions bought 40,138 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.87M.
iShares Core Universal USD Bond ETF made up 5.7% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #4 holding.
Global Strategic Investment Solutions first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 11 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.