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

Tiemann Investment 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	$14.1M	Buy	306,523 +4,754	+2%	+$219K	5.12%	3
2026 Q1	$13.9M	Buy	301,769 +6,377	+2%	+$297K	5.47%	3
2025 Q4	$13.7M	Buy	295,392 +1,005	+0.3%	+$47K	5.34%	3
2025 Q3	$13.8M	Buy	294,387 +7,579	+3%	+$351K	5.26%	4
2025 Q2	$13.3M	Buy	286,808 +76	+0%	+$3.47K	5.43%	3
2025 Q1	$13.2M	Buy	286,732 +23,600	+9%	+$1.08M	6%	3
2024 Q4	$11.9M	Buy	263,132 +649	+0.2%	+$29.8K	5.29%	4
2024 Q3	$12.4M	Sell	262,483 -9,969	-4%	-$463K	5.33%	4
2024 Q2	$12.3M	Buy	272,452 +4,330	+2%	+$195K	5.48%	4
2024 Q1	$12.2M	Buy	268,122 +18,590	+7%	+$846K	5.47%	3
2023 Q4	$11.5M	Buy	249,532 +37,050	+17%	+$1.64M	5.58%	4
2023 Q3	$9.29M	Buy	212,482 +43,825	+26%	+$1.96M	4.97%	4
2023 Q2	$7.67M	Buy	168,657 +25,995	+18%	+$1.19M	3.91%	5
2023 Q1	$6.58M	Buy	142,662 +16,230	+13%	+$743K	3.6%	5
2022 Q4	$5.68M	Buy	+126,432	New	+$5.66M	3.33%	5

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

Tiemann Investment Advisors's IUSB Position: Q2 2026 in Review

Tiemann Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.6% in Q2 2026, buying an estimated $219K and bringing the position to 306,523 shares worth $14.1M. The position accounts for 5.12% of the portfolio, ranked #3.

Tiemann Investment Advisors first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Tiemann Investment Advisors held 306,523 shares of iShares Core Universal USD Bond ETF worth $14.1M as of Q2 2026.
Tiemann Investment Advisors bought 4,754 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $219K.
iShares Core Universal USD Bond ETF made up 5.12% of Tiemann Investment Advisors's portfolio in Q2 2026, its #3 holding.
Tiemann Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.