TF
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Tompkins Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tompkins Financial’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 		$80.1K Hold
1,735
– – 0.01% 289
2026
Q1 		$80.1K Sell
1,735
-749
-30% -$34.9K 0.01% 278
2025
Q4 		$116K Buy
2,484
+749
+43% +$35K 0.01% 241
2025
Q3 		$81K Hold
1,735
– – 0.01% 271
2025
Q2 		$80.2K Hold
1,735
– – 0.01% 268
2025
Q1 		$79.9K Hold
1,735
– – 0.01% 282
2024
Q4 		$78.4K Buy
+1,735
New +$79.6K 0.01% 280
2024
Q3 		– Sell
-2,685
Closed -$121K – 604
2024
Q2 		$121K Buy
+2,685
New +$121K 0.01% 249
2024
Q1 		– Sell
-192
Closed -$8.85K – 668
2023
Q4 		$8.85K Buy
+192
New +$8.49K ﹤0.01% 501
2023
Q2 		– Sell
-764
Closed -$35.3K – 622
2023
Q1 		$35.3K Buy
+764
New +$35K 0.01% 366

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

Tompkins Financial's IUSB Position: Q2 2026 in Review

Tompkins Financial held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 1,735 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #289.

Tompkins Financial first reported a position in IUSB in Q1 2023 and has held it in 10 quarters since. The position peaked at $121K in Q2 2024. 187 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Tompkins Financial held 1,735 shares of iShares Core Universal USD Bond ETF worth $80.1K as of Q2 2026.
  • Tompkins Financial left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #289 holding.
  • Tompkins Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 10 quarters since.
  • Tompkins Financial's iShares Core Universal USD Bond ETF position peaked at $121K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.