Great Valley Advisor Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Great Valley Advisor 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 Q2	–	Sell	-5,370	Closed	-$248K	–	1078
2026 Q1	$248K	Buy	5,370 +6	+0.1%	+$280	﹤0.01%	879
2025 Q4	$249K	Sell	5,364 -518	-9%	-$24.2K	﹤0.01%	829
2025 Q3	$275K	Sell	5,882 -3,470	-37%	-$160K	0.01%	789
2025 Q2	$432K	Sell	9,352 -4,346	-32%	-$198K	0.01%	646
2025 Q1	$631K	Buy	+13,698	New	+$624K	0.01%	539
2024 Q4	–	Sell	-59,011	Closed	-$2.78M	–	863
2024 Q3	$2.78M	Buy	+59,011	New	+$2.74M	0.07%	263

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

Great Valley Advisor Group's IUSB Position: Q2 2026 in Review

Great Valley Advisor Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 5,370 shares — an estimated $248K sold.

Great Valley Advisor Group first reported a position in IUSB in Q3 2024 and held it in 6 quarters. The position peaked at $2.78M in Q3 2024. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Great Valley Advisor Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Great Valley Advisor Group sold 5,370 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $248K.
Great Valley Advisor Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 6 quarters.
Great Valley Advisor Group's iShares Core Universal USD Bond ETF position peaked at $2.78M in Q3 2024.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.