TMB Capital Partners
IUSB icon

TMB Capital Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TMB Capital 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
Q3 		$3.98M Buy
90,325
+4,795
+6% +$217K 1.21% 20
2026
Q2 		$3.95M Buy
85,530
+5,292
+7% +$244K 1.23% 18
2026
Q1 		$3.71M Buy
80,238
+1,519
+2% +$70.8K 1.25% 20
2025
Q4 		$3.66M Buy
+78,719
New +$3.68M 1.25% 17

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TMB Capital Partners's IUSB Position: Q3 2026 in Review

TMB Capital Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.6% in Q3 2026, buying an estimated $217K and bringing the position to 90,325 shares worth $3.98M. The position accounts for 1.21% of the portfolio, ranked #20.

TMB Capital Partners first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • TMB Capital Partners held 90,325 shares of iShares Core Universal USD Bond ETF worth $3.98M as of Q3 2026.
  • TMB Capital Partners bought 4,795 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $217K.
  • iShares Core Universal USD Bond ETF made up 1.21% of TMB Capital Partners's portfolio in Q3 2026, its #20 holding.
  • TMB Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on TMB Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.