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TCI Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TCI Wealth Advisors’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
2025
Q4 		– Sell
-8,930
Closed -$417K – 266
2025
Q3 		$417K Hold
8,930
– – 0.02% 164
2025
Q2 		$413K Hold
8,930
– – 0.03% 161
2025
Q1 		$411K Buy
+8,930
New +$407K 0.03% 143
2022
Q1 		– Sell
-5,483
Closed -$290K – 2331
2021
Q4 		$290K Buy
+5,483
New +$291K 0.04% 141

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
AF
Align Financial Hermantown, Minnesota $202M AUM
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
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

TCI Wealth Advisors's IUSB Position: Q4 2025 in Review

TCI Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 8,930 shares — an estimated $417K sold.

TCI Wealth Advisors first reported a position in IUSB in Q4 2021 and held it in 4 quarters. The position peaked at $417K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • TCI Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 8,930 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $417K.
  • TCI Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $417K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.