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Tempus Wealth Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tempus Wealth Planning’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 		$3.85M Buy
83,511
+40,419
+94% +$1.86M 0.75% 28
2026
Q1 		$1.99M Buy
43,092
+4,218
+11% +$197K 0.46% 59
2025
Q4 		$1.81M Buy
38,874
+708
+2% +$33.1K 0.41% 60
2025
Q3 		$1.78M Sell
38,166
-8,846
-19% -$409K 0.41% 59
2025
Q2 		$2.17M Sell
47,012
-2,410
-5% -$110K 0.54% 48
2025
Q1 		$2.28M Sell
49,422
-5,408
-10% -$246K 0.68% 40
2024
Q4 		$2.48M Buy
54,830
+277
+0.5% +$12.7K 0.76% 35
2024
Q3 		$2.57M Buy
54,553
+8,486
+18% +$394K 0.94% 24
2024
Q2 		$2.08M Buy
46,067
+2,557
+6% +$115K 0.87% 26
2024
Q1 		$1.98M Buy
43,510
+2,433
+6% +$111K 0.87% 26
2023
Q4 		$1.89M Buy
41,077
+8,910
+28% +$394K 0.83% 31
2023
Q3 		$1.41M Buy
32,167
+1,819
+6% +$81.3K 0.71% 28
2023
Q2 		$1.38M Buy
30,348
+1,741
+6% +$79.7K 0.62% 45
2023
Q1 		$1.32M Buy
28,607
+193
+0.7% +$8.83K 0.65% 36
2022
Q4 		$1.28M Sell
28,414
-14
-0% -$626 0.78% 30
2022
Q3 		$1.26M Buy
28,428
+19,775
+229% +$923K 0.84% 30
2022
Q2 		$405K Buy
+8,653
New +$411K 0.33% 82

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

Tempus Wealth Planning's IUSB Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Core Universal USD Bond ETF (IUSB) stake by 94% in Q2 2026, buying an estimated $1.86M and bringing the position to 83,511 shares worth $3.85M. The position accounts for 0.75% of the portfolio, ranked #28.

Tempus Wealth Planning first reported a position in IUSB in Q2 2022 and has held it in 17 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Tempus Wealth Planning held 83,511 shares of iShares Core Universal USD Bond ETF worth $3.85M as of Q2 2026.
  • Tempus Wealth Planning bought 40,419 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.86M.
  • iShares Core Universal USD Bond ETF made up 0.75% of Tempus Wealth Planning's portfolio in Q2 2026, its #28 holding.
  • Tempus Wealth Planning first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.