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 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 $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

Triad Wealth Partners's IUSB Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.9% in Q1 2026, buying an estimated $98.7K and bringing the position to 45,216 shares worth $2.09M. The position accounts for 0.17% of the portfolio, ranked #100.

Triad Wealth Partners first reported a position in IUSB in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.71M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Triad Wealth Partners held 45,216 shares of iShares Core Universal USD Bond ETF worth $2.09M as of Q1 2026.
Triad Wealth Partners bought 2,117 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $98.7K.
iShares Core Universal USD Bond ETF made up 0.17% of Triad Wealth Partners's portfolio in Q1 2026, its #100 holding.
Triad Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 5 quarters since.
Triad Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $4.71M in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.