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 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 $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tradition Wealth Management's IUSB Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.5% in Q1 2026, buying an estimated $104K and bringing the position to 91,364 shares worth $4.22M. The position accounts for 0.3% of the portfolio, ranked #74.

Tradition Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.65M in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Tradition Wealth Management held 91,364 shares of iShares Core Universal USD Bond ETF worth $4.22M as of Q1 2026.
Tradition Wealth Management bought 2,225 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $104K.
iShares Core Universal USD Bond ETF made up 0.3% of Tradition Wealth Management's portfolio in Q1 2026, its #74 holding.
Tradition Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
Tradition Wealth Management's iShares Core Universal USD Bond ETF position peaked at $9.65M in Q2 2023.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.