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Golden State Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Golden State Wealth Management’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 		$2.09M Buy
45,309
+20,328
+81% +$937K 0.19% 112
2026
Q1 		$1.15M Buy
24,981
+10,702
+75% +$499K 0.13% 147
2025
Q4 		$665K Buy
14,279
+644
+5% +$30.1K 0.07% 212
2025
Q3 		$637K Buy
13,635
+1,753
+15% +$81.1K 0.07% 208
2025
Q2 		$549K Sell
11,882
-497
-4% -$22.7K 0.07% 213
2025
Q1 		$570K Sell
12,379
-1,320
-10% -$60.2K 0.08% 185
2024
Q4 		$619K Buy
+13,699
New +$629K 0.09% 173
2022
Q1 		$935K Sell
18,841
-1,756
-9% -$89.5K 0.18% 112
2021
Q4 		$1.09M Buy
20,597
+7,804
+61% +$414K 0.19% 115
2021
Q3 		$681K Buy
12,793
+1,070
+9% +$57.5K 0.15% 136
2021
Q2 		$627K Buy
11,723
+4,689
+67% +$249K 0.14% 141
2021
Q1 		$371K Buy
7,034
+3,248
+86% +$174K 0.12% 126
2020
Q4 		$207K Buy
+3,786
New +$206K 0.06% 230
2019
Q4 		– Sell
-4,699
Closed -$246K – 495
2019
Q3 		$246K Hold
4,699
– – 0.08% 180
2019
Q2 		$242K Buy
4,699
+4,418
+1,572% +$224K 0.08% 198
2019
Q1 		$14K Buy
+281
New +$14K ﹤0.01% 702

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

Golden State Wealth Management's IUSB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 81% in Q2 2026, buying an estimated $937K and bringing the position to 45,309 shares worth $2.09M. The position accounts for 0.19% of the portfolio, ranked #112.

Golden State Wealth Management first reported a position in IUSB in Q1 2019 and has held it in 16 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Golden State Wealth Management held 45,309 shares of iShares Core Universal USD Bond ETF worth $2.09M as of Q2 2026.
  • Golden State Wealth Management bought 20,328 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $937K.
  • iShares Core Universal USD Bond ETF made up 0.19% of Golden State Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Golden State Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.