Tradition Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tradition Wealth 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	$7.55M	Buy	163,704 +72,340	+79%	+$3.34M	0.46%	58
2026 Q1	$4.22M	Buy	91,364 +2,225	+2%	+$104K	0.3%	74
2025 Q4	$4.15M	Buy	89,139 +704	+0.8%	+$32.9K	0.3%	78
2025 Q3	$4.13M	Sell	88,435 -35,494	-29%	-$1.64M	0.31%	78
2025 Q2	$5.73M	Sell	123,929 -32,025	-21%	-$1.46M	0.46%	57
2025 Q1	$7.19M	Buy	155,954 +2,519	+2%	+$115K	0.63%	43
2024 Q4	$6.94M	Sell	153,435 -25,987	-14%	-$1.19M	0.61%	45
2024 Q3	$8.45M	Buy	179,422 +27,498	+18%	+$1.28M	0.75%	39
2024 Q2	$6.87M	Buy	151,924 +892	+0.6%	+$40.1K	0.66%	41
2024 Q1	$6.89M	Sell	151,032 -30,527	-17%	-$1.39M	0.7%	37
2023 Q4	$8.36M	Sell	181,559 -19,667	-10%	-$869K	0.88%	32
2023 Q3	$8.8M	Sell	201,226 -11,056	-5%	-$494K	1.05%	24
2023 Q2	$9.65M	Buy	212,282 +3,161	+2%	+$145K	1.13%	22
2023 Q1	$9.65M	Buy	209,121 +81,003	+63%	+$3.71M	1.2%	20
2022 Q4	$5.76M	Sell	128,118 -3,259	-2%	-$146K	0.81%	34
2022 Q3	$5.85M	Buy	131,377 +37,491	+40%	+$1.75M	0.88%	35
2022 Q2	$4.4M	Sell	93,886 -52,872	-36%	-$2.51M	0.64%	44
2022 Q1	$7.28M	Buy	146,758 +32,471	+28%	+$1.65M	0.93%	33
2021 Q4	$6.05M	Buy	114,287 +1,143	+1%	+$60.6K	0.76%	38
2021 Q3	$6.02M	Sell	113,144 -1,683	-1%	-$90.4K	0.86%	33
2021 Q2	$6.14M	Buy	114,827 +27,747	+32%	+$1.47M	0.92%	28
2021 Q1	$4.59M	Buy	+87,080	New	+$4.67M	0.79%	38

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

Tradition Wealth Management's IUSB Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 79% in Q2 2026, buying an estimated $3.34M and bringing the position to 163,704 shares worth $7.55M. The position accounts for 0.46% of the portfolio, ranked #58.

Tradition Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.65M in Q2 2023. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Tradition Wealth Management held 163,704 shares of iShares Core Universal USD Bond ETF worth $7.55M as of Q2 2026.
Tradition Wealth Management bought 72,340 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.34M.
iShares Core Universal USD Bond ETF made up 0.46% of Tradition Wealth Management's portfolio in Q2 2026, its #58 holding.
Tradition Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
Tradition Wealth Management's iShares Core Universal USD Bond ETF position peaked at $9.65M in Q2 2023.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.