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Team Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Team Financial Group’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 		– Sell
-633
Closed -$29.2K – 155
2026
Q1 		$29.2K Buy
633
+5
+0.8% +$233 0.01% 141
2025
Q4 		$29.2K Buy
628
+9
+1% +$421 0.01% 135
2025
Q3 		$28.9K Buy
619
+218
+54% +$10.1K 0.01% 127
2025
Q2 		$18.6K Buy
+401
New +$18.3K 0.01% 141

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Team Financial Group's IUSB Position: Q2 2026 in Review

Team Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 633 shares — an estimated $29.2K sold.

Team Financial Group first reported a position in IUSB in Q2 2025 and held it in 4 quarters. The position peaked at $29.2K in Q4 2025. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Team Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 633 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $29.2K.
  • Team Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares Core Universal USD Bond ETF position peaked at $29.2K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.