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TFB Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TFB Advisors’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 		$489K Buy
10,587
+2,048
+24% +$94.4K 0.22% 121
2026
Q1 		$394K Sell
8,539
-2,348
-22% -$109K 0.21% 117
2025
Q4 		$507K Sell
10,887
-796
-7% -$37.2K 0.14% 157
2025
Q3 		$548K Sell
11,683
-6,018
-34% -$278K 0.16% 150
2025
Q2 		$818K Sell
17,701
-197
-1% -$8.99K 0.21% 108
2025
Q1 		$825K Sell
17,898
-423
-2% -$19.3K 0.24% 106
2024
Q4 		$828K Buy
18,321
+778
+4% +$35.7K 0.24% 96
2024
Q3 		$827K Sell
17,543
-241
-1% -$11.2K 0.25% 96
2024
Q2 		$804K Sell
17,784
-758
-4% -$34.1K 0.26% 87
2024
Q1 		$823K Buy
18,542
+9,219
+99% +$420K 0.3% 77
2023
Q4 		$430K Sell
9,323
-6,505
-41% -$288K 0.22% 93
2023
Q3 		$692K Buy
15,828
+1,709
+12% +$76.4K 0.84% 35
2023
Q2 		$642K Buy
14,119
+3,967
+39% +$182K 0.28% 85
2023
Q1 		$469K Buy
10,152
+2,998
+42% +$137K 0.36% 55
2022
Q4 		$321K Buy
+7,154
New +$320K 0.27% 76

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

TFB Advisors's IUSB Position: Q2 2026 in Review

TFB Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, buying an estimated $94.4K and bringing the position to 10,587 shares worth $489K. The position accounts for 0.22% of the portfolio, ranked #121.

TFB Advisors first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $828K in Q4 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • TFB Advisors held 10,587 shares of iShares Core Universal USD Bond ETF worth $489K as of Q2 2026.
  • TFB Advisors bought 2,048 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $94.4K.
  • iShares Core Universal USD Bond ETF made up 0.22% of TFB Advisors's portfolio in Q2 2026, its #121 holding.
  • TFB Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • TFB Advisors's iShares Core Universal USD Bond ETF position peaked at $828K in Q4 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.