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TD Private Client Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TD Private Client Wealth’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
Q1 		$401K Sell
8,675
-1,476
-15% -$68.8K 0.01% 524
2025
Q4 		$472K Sell
10,151
-217
-2% -$10.1K 0.01% 490
2025
Q3 		$484K Sell
10,368
-1,408
-12% -$65.1K 0.01% 491
2025
Q2 		$544K Sell
11,776
-102
-0.9% -$4.65K 0.01% 457
2025
Q1 		$547K Buy
11,878
+37
+0.3% +$1.69K 0.02% 426
2024
Q4 		$535K Buy
11,841
+351
+3% +$16.1K 0.02% 439
2024
Q3 		$541K Buy
11,490
+5,857
+104% +$272K 0.02% 445
2024
Q2 		$255K Buy
5,633
+703
+14% +$31.6K 0.01% 530
2024
Q1 		$225K Buy
4,930
+577
+13% +$26.3K 0.01% 564
2023
Q4 		$201K Sell
4,353
-1,566
-26% -$69.2K 0.01% 567
2023
Q3 		$259K Buy
5,919
+3,544
+149% +$158K 0.01% 506
2023
Q2 		$108K Buy
2,375
+1,563
+192% +$71.5K ﹤0.01% 646
2023
Q1 		$37.5K Sell
812
-2,399
-75% -$110K ﹤0.01% 829
2022
Q4 		$144K Sell
3,211
-1,906
-37% -$85.3K 0.01% 580
2022
Q3 		$228K Hold
5,117
– – 0.01% 518
2022
Q2 		$240K Hold
5,117
– – 0.01% 509
2022
Q1 		$254K Sell
5,117
-40
-0.8% -$2.04K 0.01% 513
2021
Q4 		$273K Buy
5,157
+292
+6% +$15.5K 0.01% 496
2021
Q3 		$259K Buy
4,865
+787
+19% +$42.3K 0.01% 491
2021
Q2 		$218K Buy
4,078
+485
+13% +$25.8K 0.01% 508
2021
Q1 		$190K Buy
3,593
+1,917
+114% +$103K 0.01% 509
2020
Q4 		$91.5K Buy
1,676
+64
+4% +$3.48K ﹤0.01% 567
2020
Q3 		$87.7K Buy
1,612
+59
+4% +$3.22K ﹤0.01% 543
2020
Q2 		$84.4K Buy
+1,553
New +$83.2K ﹤0.01% 536

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

TD Private Client Wealth's IUSB Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q1 2026, selling an estimated $68.8K and leaving 8,675 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #524.

TD Private Client Wealth first reported a position in IUSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $547K in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • TD Private Client Wealth held 8,675 shares of iShares Core Universal USD Bond ETF worth $401K as of Q1 2026.
  • TD Private Client Wealth sold 1,476 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $68.8K.
  • iShares Core Universal USD Bond ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #524 holding.
  • TD Private Client Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • TD Private Client Wealth's iShares Core Universal USD Bond ETF position peaked at $547K in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.