Tennessee Valley Asset Management Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tennessee Valley Asset Management Partners’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	$425K	Buy	9,205 +2,330	+34%	+$107K	0.05%	146
2026 Q1	$318K	Buy	6,875 +1,028	+18%	+$47.9K	0.04%	150
2025 Q4	$272K	Sell	5,847 -2,088	-26%	-$97.6K	0.04%	154
2025 Q3	$371K	Buy	+7,935	New	+$367K	0.05%	131
2025 Q2	–	Sell	-11,022	Closed	-$508K	–	118
2025 Q1	$508K	Sell	11,022 -301,323	-96%	-$13.7M	0.08%	95
2024 Q4	$14.1M	Sell	312,345 -10,354	-3%	-$475K	2.36%	10
2024 Q3	$15.2M	Buy	322,699 +11,896	+4%	+$552K	2.52%	9
2024 Q2	$14.1M	Sell	310,803 -110,479	-26%	-$4.97M	2.63%	8
2024 Q1	$19.2M	Sell	421,282 -321,540	-43%	-$14.6M	4.64%	4
2023 Q4	$34.2M	Buy	742,822 +499,557	+205%	+$22.1M	4.67%	4
2023 Q3	$10.6M	Buy	243,265 +6,289	+3%	+$281K	3.49%	6
2023 Q2	$10.8M	Buy	+236,976	New	+$10.8M	3.46%	6

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IUSB Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 34% in Q2 2026, buying an estimated $107K and bringing the position to 9,205 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #146.

Tennessee Valley Asset Management Partners first reported a position in IUSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $34.2M in Q4 2023. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Tennessee Valley Asset Management Partners held 9,205 shares of iShares Core Universal USD Bond ETF worth $425K as of Q2 2026.
Tennessee Valley Asset Management Partners bought 2,330 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $107K.
iShares Core Universal USD Bond ETF made up 0.05% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #146 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 12 quarters since.
Tennessee Valley Asset Management Partners's iShares Core Universal USD Bond ETF position peaked at $34.2M in Q4 2023.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.