GWN Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

GWN Securities’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	$1.28M	Buy	27,704 +6,198	+29%	+$286K	0.21%	124
2026 Q1	$993K	Buy	21,506 +3,285	+18%	+$153K	0.19%	132
2025 Q4	$848K	Sell	18,221 -845	-4%	-$39.5K	0.17%	145
2025 Q3	$892K	Buy	19,066 +3,028	+19%	+$140K	0.21%	118
2025 Q2	$743K	Sell	16,038 -27,393	-63%	-$1.25M	0.14%	154
2025 Q1	$2M	Buy	+43,431	New	+$1.98M	0.11%	198

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

GWN Securities's IUSB Position: Q2 2026 in Review

GWN Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, buying an estimated $286K and bringing the position to 27,704 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #124.

GWN Securities first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q1 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

GWN Securities held 27,704 shares of iShares Core Universal USD Bond ETF worth $1.28M as of Q2 2026.
GWN Securities bought 6,198 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $286K.
iShares Core Universal USD Bond ETF made up 0.21% of GWN Securities's portfolio in Q2 2026, its #124 holding.
GWN Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
GWN Securities's iShares Core Universal USD Bond ETF position peaked at $2M in Q1 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.