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TCP Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TCP Asset Management’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 		$373K Sell
8,083
-102
-1% -$4.7K 0.04% 98
2026
Q1 		$378K Buy
8,185
+367
+5% +$17.1K 0.05% 87
2025
Q4 		$364K Hold
7,818
– – 0.06% 71
2025
Q3 		$365K Hold
7,818
– – 0.07% 70
2025
Q2 		$361K Hold
7,818
– – 0.07% 62
2025
Q1 		$360K Sell
7,818
-400
-5% -$18.2K 0.08% 57
2024
Q4 		$371K Hold
8,218
– – 0.08% 59
2024
Q3 		$387K Buy
+8,218
New +$381K 0.09% 54

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

TCP Asset Management's IUSB Position: Q2 2026 in Review

TCP Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q2 2026, selling an estimated $4.7K and leaving 8,083 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #98.

TCP Asset Management first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $387K in Q3 2024. 220 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • TCP Asset Management held 8,083 shares of iShares Core Universal USD Bond ETF worth $373K as of Q2 2026.
  • TCP Asset Management sold 102 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.7K.
  • iShares Core Universal USD Bond ETF made up 0.04% of TCP Asset Management's portfolio in Q2 2026, its #98 holding.
  • TCP Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • TCP Asset Management's iShares Core Universal USD Bond ETF position peaked at $387K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.