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 Q2	$37.3K	Hold	808	–	–	0.01%	254
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 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

Greykasell Wealth Strategies's IUSB Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 808 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #254.

Greykasell Wealth Strategies first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Greykasell Wealth Strategies held 808 shares of iShares Core Universal USD Bond ETF worth $37.3K as of Q2 2026.
Greykasell Wealth Strategies left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #254 holding.
Greykasell Wealth Strategies first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Greykasell Wealth Strategies's iShares Core Universal USD Bond ETF position peaked at $2.74M in Q4 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.