GPS Wealth Strategies Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-2,521	Closed	-$118K	–	1069
2025 Q3	$118K	Sell	2,521 -546	-18%	-$25.3K	0.01%	456
2025 Q2	$142K	Sell	3,067 -225	-7%	-$10.3K	0.02%	385
2025 Q1	$152K	Buy	3,292 +1,113	+51%	+$50.7K	0.02%	364
2024 Q4	$98.5K	Buy	2,179 +270	+14%	+$12.4K	0.01%	435
2024 Q3	$90K	Buy	1,909 +203	+12%	+$9.42K	0.01%	458
2024 Q2	$77.1K	Buy	+1,706	New	+$76.7K	0.01%	444
2023 Q2	–	Sell	-60	Closed	-$2.77K	–	1277
2023 Q1	$2.77K	Buy	+60	New	+$2.75K	﹤0.01%	1082

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

Align Financial Hermantown, Minnesota $176M AUM

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

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

GPS Wealth Strategies Group's IUSB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 2,521 shares — an estimated $118K sold.

GPS Wealth Strategies Group first reported a position in IUSB in Q1 2023 and held it in 7 quarters. The position peaked at $152K in Q1 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,521 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $118K.
GPS Wealth Strategies Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 7 quarters.
GPS Wealth Strategies Group's iShares Core Universal USD Bond ETF position peaked at $152K in Q1 2025.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.