Global Wealth Strategies & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-4	Closed	-$185	–	258
2026 Q1	$185	Hold	4	–	–	﹤0.01%	509
2025 Q4	$186	Hold	4	–	–	﹤0.01%	513
2025 Q3	$187	Hold	4	–	–	﹤0.01%	462
2025 Q2	$185	Sell	4 -195	-98%	-$8.9K	﹤0.01%	355
2025 Q1	$9.17K	Buy	+199	New	+$9.07K	﹤0.01%	273

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Global Wealth Strategies & Associates's IUSB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 4 shares — an estimated $185 sold.

Global Wealth Strategies & Associates first reported a position in IUSB in Q1 2025 and held it in 5 quarters. The position peaked at $9.17K in Q1 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 4 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $185.
Global Wealth Strategies & Associates first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and held it in 5 quarters.
Global Wealth Strategies & Associates's iShares Core Universal USD Bond ETF position peaked at $9.17K in Q1 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.