TIM
IUSB icon

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

Total 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 		$254K Sell
5,599
-100
-2% -$4.61K 0.03% 67
2026
Q1 		$263K Hold
5,699
– – 0.03% 64
2025
Q4 		$265K Hold
5,699
– – 0.03% 64
2025
Q3 		$266K Hold
5,699
– – 0.03% 62
2025
Q2 		$263K Hold
5,699
– – 0.04% 58
2025
Q1 		$263K Buy
5,699
+1,012
+22% +$46.1K 0.03% 59
2024
Q4 		$212K Buy
+4,687
New +$215K 0.03% 69

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Total Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.8% in Q2 2026, selling an estimated $4.61K and leaving 5,599 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #67.

Total Investment Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q3 2025. 449 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Total Investment Management held 5,599 shares of iShares Core Universal USD Bond ETF worth $254K as of Q2 2026.
  • Total Investment Management sold 100 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.61K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Total Investment Management's portfolio in Q2 2026, its #67 holding.
  • Total Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Total Investment Management's iShares Core Universal USD Bond ETF position peaked at $266K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.