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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
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
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Tennessee Valley Asset Management Partners's IUSB Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q1 2026, buying an estimated $47.9K and bringing the position to 6,875 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #150.

Tennessee Valley Asset Management Partners first reported a position in IUSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $34.2M in Q4 2023. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 6,875 shares of iShares Core Universal USD Bond ETF worth $318K as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 1,028 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $47.9K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #150 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 11 quarters since.
  • Tennessee Valley Asset Management Partners's iShares Core Universal USD Bond ETF position peaked at $34.2M in Q4 2023.
  • 838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.