TFO
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Tarbox Family Office’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tarbox Family Office’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 		$499K Sell
10,822
-2,701
-20% -$125K 0.07% 70
2026
Q1 		$625K Sell
13,523
-94
-0.7% -$4.38K 0.1% 58
2025
Q4 		$634K Sell
13,617
-3,096
-19% -$145K 0.1% 61
2025
Q3 		$781K Sell
16,713
-2,360
-12% -$109K 0.11% 50
2025
Q2 		$882K Sell
19,073
-5,136
-21% -$234K 0.13% 48
2025
Q1 		$1.12M Sell
24,209
-10,142
-30% -$462K 0.19% 36
2024
Q4 		$1.55M Buy
34,351
+4,017
+13% +$184K 0.26% 30
2024
Q3 		$1.43M Buy
30,334
+735
+2% +$34.1K 0.23% 33
2024
Q2 		$1.34M Buy
29,599
+3,411
+13% +$153K 0.24% 33
2024
Q1 		$1.19M Buy
26,188
+4,296
+20% +$196K 0.21% 33
2023
Q4 		$1.01M Sell
21,892
-2,056
-9% -$90.9K 0.2% 35
2023
Q3 		$1.05M Buy
23,948
+1,841
+8% +$82.3K 0.22% 33
2023
Q2 		$1.01M Buy
22,107
+446
+2% +$20.4K 0.2% 37
2023
Q1 		$1,000K Buy
21,661
+140
+0.7% +$6.41K 0.2% 34
2022
Q4 		$967K Buy
21,521
+8,476
+65% +$379K 0.21% 35
2022
Q3 		$611K Sell
13,045
-3,999
-23% -$187K 0.14% 39
2022
Q2 		$798K Buy
17,044
+5,382
+46% +$256K 0.18% 40
2022
Q1 		$579K Buy
11,662
+431
+4% +$22K 0.12% 43
2021
Q4 		$594K Buy
11,231
+2,891
+35% +$153K 0.1% 62
2021
Q3 		$444K Buy
8,340
+819
+11% +$44K 0.08% 81
2021
Q2 		$402K Buy
7,521
+119
+2% +$6.32K 0.07% 96
2021
Q1 		$390K Buy
7,402
+402
+6% +$21.5K 0.08% 90
2020
Q4 		$382K Buy
7,000
+1,530
+28% +$83.1K 0.08% 85
2020
Q3 		$297K Buy
+5,470
New +$299K 0.07% 88

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Tarbox Family Office's IUSB Position: Q2 2026 in Review

Tarbox Family Office reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, selling an estimated $125K and leaving 10,822 shares worth $499K. The position accounts for 0.07% of the portfolio, ranked #70.

Tarbox Family Office first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.55M in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Tarbox Family Office held 10,822 shares of iShares Core Universal USD Bond ETF worth $499K as of Q2 2026.
  • Tarbox Family Office sold 2,701 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares Core Universal USD Bond ETF made up 0.07% of Tarbox Family Office's portfolio in Q2 2026, its #70 holding.
  • Tarbox Family Office first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Tarbox Family Office's iShares Core Universal USD Bond ETF position peaked at $1.55M in Q4 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.