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Golden State Equity Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Golden State Equity 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 		– Sell
-285,275
Closed -$13.2M – 1031
2026
Q1 		$13.2M Buy
285,275
+235,545
+474% +$11M 1% 12
2025
Q4 		$2.31M Sell
49,730
-222
-0.4% -$10.4K 0.37% 51
2025
Q3 		$2.33M Buy
49,952
+557
+1% +$25.8K 0.39% 49
2025
Q2 		$2.28M Buy
49,395
+100
+0.2% +$4.56K 0.42% 49
2025
Q1 		$2.27M Buy
49,295
+1,452
+3% +$66.2K 0.45% 52
2024
Q4 		$2.16M Buy
47,843
+23,656
+98% +$1.09M 0.41% 52
2024
Q3 		$1.14M Sell
24,187
-19,947
-45% -$926K 0.6% 29
2024
Q2 		$2M Buy
+44,134
New +$1.98M 0.42% 51
2023
Q4 		$1.23M Buy
26,655
+4,875
+22% +$215K 0.3% 83
2023
Q3 		$952K Buy
21,780
+100
+0.5% +$4.47K 0.27% 99
2023
Q2 		$986K Buy
+21,680
New +$992K 0.28% 86

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Golden State Equity Partners's IUSB Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 285,275 shares — an estimated $13.2M sold.

Golden State Equity Partners first reported a position in IUSB in Q2 2023 and held it in 11 quarters. The position peaked at $13.2M in Q1 2026. 488 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 285,275 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $13.2M.
  • Golden State Equity Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's iShares Core Universal USD Bond ETF position peaked at $13.2M in Q1 2026.
  • 488 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.