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

Tidemark’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 		$8.68K Buy
188
+35
+23% +$1.61K ﹤0.01% 525
2026
Q1 		$7.07K Buy
+153
New +$7.13K ﹤0.01% 504
2025
Q4 		– Sell
-1,484
Closed -$69.3K – 690
2025
Q3 		$69.3K Buy
1,484
+757
+104% +$35K 0.02% 211
2025
Q2 		$33.6K Sell
727
-73,933
-99% -$3.37M 0.01% 288
2025
Q1 		$3.44M Sell
74,660
-3,710
-5% -$169K 1.26% 19
2024
Q4 		$3.54M Buy
78,370
+78,312
+135,021% +$3.59M 1.36% 16
2024
Q3 		$2.77K Hold
58
– – ﹤0.01% 535
2024
Q2 		$2.63K Buy
58
+21
+57% +$944 ﹤0.01% 517
2024
Q1 		$1.69K Hold
37
– – ﹤0.01% 610
2023
Q4 		$1.71K Buy
+37
New +$1.64K ﹤0.01% 610

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

Tidemark's IUSB Position: Q2 2026 in Review

Tidemark increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q2 2026, buying an estimated $1.61K and bringing the position to 188 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Tidemark first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q4 2024. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Tidemark held 188 shares of iShares Core Universal USD Bond ETF worth $8.68K as of Q2 2026.
  • Tidemark bought 35 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.61K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #525 holding.
  • Tidemark first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's iShares Core Universal USD Bond ETF position peaked at $3.54M in Q4 2024.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.