TIM
IUSB icon

Thompson Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Thompson Investment Management’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 		$102K Sell
2,200
-747
-25% -$34.4K 0.01% 219
2026
Q1 		$136K Buy
2,947
+747
+34% +$34.8K 0.02% 196
2025
Q4 		$102K Hold
2,200
– – 0.01% 214
2025
Q3 		$103K Hold
2,200
– – 0.01% 214
2025
Q2 		$102K Hold
2,200
– – 0.01% 216
2025
Q1 		$101K Hold
2,200
– – 0.02% 212
2024
Q4 		$99.4K Buy
2,200
+225
+11% +$10.3K 0.01% 219
2024
Q3 		$93.1K Hold
1,975
– – 0.01% 207
2024
Q2 		$89.3K Hold
1,975
– – 0.01% 206
2024
Q1 		$90K Hold
1,975
– – 0.01% 208
2023
Q4 		$91K Hold
1,975
– – 0.01% 210
2023
Q3 		$86.3K Hold
1,975
– – 0.02% 208
2023
Q2 		$89.8K Hold
1,975
– – 0.01% 215
2023
Q1 		$91.1K Buy
+1,975
New +$90.4K 0.02% 215

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Thompson Investment Management's IUSB Position: Q2 2026 in Review

Thompson Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 25% in Q2 2026, selling an estimated $34.4K and leaving 2,200 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #219.

Thompson Investment Management first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $136K in Q1 2026. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Thompson Investment Management held 2,200 shares of iShares Core Universal USD Bond ETF worth $102K as of Q2 2026.
  • Thompson Investment Management sold 747 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $34.4K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Thompson Investment Management's portfolio in Q2 2026, its #219 holding.
  • Thompson Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Thompson Investment Management's iShares Core Universal USD Bond ETF position peaked at $136K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.