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

Triangle Securities 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	$9.56M	Buy	207,159 +7,495	+4%	+$346K	1.9%	10
2026 Q1	$9.22M	Buy	199,664 +4,549	+2%	+$212K	2.09%	10
2025 Q4	$9.08M	Buy	195,115 +4,184	+2%	+$196K	1.91%	10
2025 Q3	$8.92M	Buy	190,931 +2,787	+1%	+$129K	2.02%	8
2025 Q2	$8.7M	Buy	188,144 +62	+0%	+$2.83K	2.14%	7
2025 Q1	$8.67M	Sell	188,082 -1,699	-0.9%	-$77.4K	2.23%	7
2024 Q4	$8.58M	Buy	189,781 +5,112	+3%	+$235K	2.2%	8
2024 Q3	$8.7M	Buy	184,669 +3,124	+2%	+$145K	2.25%	6
2024 Q2	$8.21M	Buy	181,545 +20,077	+12%	+$903K	2.32%	6
2024 Q1	$7.36M	Buy	161,468 +12,585	+8%	+$573K	2.1%	8
2023 Q4	$6.86M	Buy	148,883 +25,372	+21%	+$1.12M	2.13%	8
2023 Q3	$5.4M	Buy	123,511 +42,063	+52%	+$1.88M	1.92%	11
2023 Q2	$3.7M	Buy	81,448 +14,609	+22%	+$668K	1.27%	18
2023 Q1	$3.08M	Buy	66,839 +29,828	+81%	+$1.37M	1.1%	21
2022 Q4	$1.66M	Buy	+37,011	New	+$1.66M	0.61%	54

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

Triangle Securities Wealth Management's IUSB Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.8% in Q2 2026, buying an estimated $346K and bringing the position to 207,159 shares worth $9.56M. The position accounts for 1.9% of the portfolio, ranked #10.

Triangle Securities Wealth Management first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Triangle Securities Wealth Management held 207,159 shares of iShares Core Universal USD Bond ETF worth $9.56M as of Q2 2026.
Triangle Securities Wealth Management bought 7,495 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $346K.
iShares Core Universal USD Bond ETF made up 1.9% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #10 holding.
Triangle Securities Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.