Tradition Wealth Management
IUSB icon

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
Q3 		$8.34M Buy
189,263
+25,559
+16% +$1.16M 0.5% 48
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 		$9.7M Buy
212,282
+3,161
+2% +$145K 1.13% 22
2023
Q1 		$9.7M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Tradition Wealth Management's IUSB Position: Q3 2026 in Review

Tradition Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q3 2026, buying an estimated $1.16M and bringing the position to 189,263 shares worth $8.34M. The position accounts for 0.5% of the portfolio, ranked #48.

Tradition Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.7M in Q2 2023. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Tradition Wealth Management held 189,263 shares of iShares Core Universal USD Bond ETF worth $8.34M as of Q3 2026.
  • Tradition Wealth Management bought 25,559 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.16M.
  • iShares Core Universal USD Bond ETF made up 0.5% of Tradition Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Tradition Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Tradition Wealth Management's iShares Core Universal USD Bond ETF position peaked at $9.7M in Q2 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.