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

Greykasell Wealth Strategies’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 		$37.3K Hold
808
– – 0.02% 268
2025
Q4 		$37.6K Sell
808
-5,664
-88% -$265K 0.01% 262
2025
Q3 		$302K Sell
6,472
-156
-2% -$7.21K 0.13% 115
2025
Q2 		$306K Sell
6,628
-13,414
-67% -$612K 0.15% 105
2025
Q1 		$924K Sell
20,042
-40,681
-67% -$1.85M 0.49% 55
2024
Q4 		$2.74M Buy
+60,723
New +$2.79M 1.52% 19

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Greykasell Wealth Strategies's IUSB Position: Q1 2026 in Review

Greykasell Wealth Strategies held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 808 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #268.

Greykasell Wealth Strategies first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.74M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Greykasell Wealth Strategies held 808 shares of iShares Core Universal USD Bond ETF worth $37.3K as of Q1 2026.
  • Greykasell Wealth Strategies left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #268 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's iShares Core Universal USD Bond ETF position peaked at $2.74M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.