GM Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

GM Advisory Group’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	$26.5M	Sell	573,367 -7,263	-1%	-$338K	1.02%	25
2025 Q4	$27M	Sell	580,630 -84,935	-13%	-$3.97M	1.06%	23
2025 Q3	$31.1M	Sell	665,565 -21,615	-3%	-$1,000K	1.32%	17
2025 Q2	$31.8M	Sell	687,180 -3,191	-0.5%	-$146K	1.57%	17
2025 Q1	$31.8M	Sell	690,371 -16,963	-2%	-$773K	1.72%	13
2024 Q4	$32M	Sell	707,334 -14,050	-2%	-$645K	1.77%	15
2024 Q3	$34M	Sell	721,384 -29,743	-4%	-$1.38M	2.04%	13
2024 Q2	$34M	Sell	751,127 -287,133	-28%	-$12.9M	2.19%	11
2024 Q1	$47.3M	Sell	1,038,260 -73,874	-7%	-$3.36M	3.32%	9
2023 Q4	$51.2M	Buy	+1,112,134	New	+$49.2M	3.87%	8

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

GM Advisory Group's IUSB Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.3% in Q1 2026, selling an estimated $338K and leaving 573,367 shares worth $26.5M. The position accounts for 1.02% of the portfolio, ranked #25.

GM Advisory Group first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $51.2M in Q4 2023. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

GM Advisory Group held 573,367 shares of iShares Core Universal USD Bond ETF worth $26.5M as of Q1 2026.
GM Advisory Group sold 7,263 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $338K.
iShares Core Universal USD Bond ETF made up 1.02% of GM Advisory Group's portfolio in Q1 2026, its #25 holding.
GM Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
GM Advisory Group's iShares Core Universal USD Bond ETF position peaked at $51.2M in Q4 2023.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.