Triad Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Triad Wealth Partners’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	$2.08M	Buy	45,878 +662	+1%	+$30.5K	0.12%	116
2026 Q1	$2.09M	Buy	45,216 +2,117	+5%	+$98.7K	0.17%	100
2025 Q4	$2.01M	Buy	43,099 +31,649	+276%	+$1.48M	0.19%	88
2025 Q3	$535K	Sell	11,450 -2,134	-16%	-$98.7K	0.07%	195
2025 Q2	$628K	Buy	+13,584	New	+$620K	0.13%	126
2024 Q4	–	Sell	-99,884	Closed	-$4.71M	–	176
2024 Q3	$4.71M	Buy	+99,884	New	+$4.64M	2.5%	14

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

Triad Wealth Partners's IUSB Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 45,878 shares worth $2.08M. The position accounts for 0.12% of the portfolio, ranked #116.

Triad Wealth Partners first reported a position in IUSB in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.71M in Q3 2024. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Triad Wealth Partners held 45,878 shares of iShares Core Universal USD Bond ETF worth $2.08M as of Q2 2026.
Triad Wealth Partners bought 662 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $30.5K.
iShares Core Universal USD Bond ETF made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #116 holding.
Triad Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 6 quarters since.
Triad Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $4.71M in Q3 2024.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.