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

Trinity 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	$371K	Buy	+8,034	New	+$370K	0.12%	56
2024 Q4	–	Sell	-4,632	Closed	-$218K	–	58
2024 Q3	$218K	Buy	+4,632	New	+$215K	0.1%	54
2023 Q1	–	Sell	-18,514	Closed	-$832K	–	44
2022 Q4	$832K	Sell	18,514 -758	-4%	-$33.9K	0.59%	29
2022 Q3	$858K	Buy	19,272 +416	+2%	+$19.4K	0.69%	25
2022 Q2	$883K	Sell	18,856 -930	-5%	-$44.2K	0.69%	24
2022 Q1	$982K	Sell	19,786 -745	-4%	-$38K	0.69%	25
2021 Q4	$1.09M	Sell	20,531 -81	-0.4%	-$4.29K	0.75%	21
2021 Q3	$1.1M	Buy	+20,612	New	+$1.11M	0.83%	19

Other funds holding IUSB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Trinity Wealth Management's IUSB Position: Q2 2026 in Review

Trinity Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 8,034 shares worth $371K. The stake represents 0.12% of the portfolio and ranks #56 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in IUSB as recently as Q3 2024.

Trinity Wealth Management first reported a position in IUSB in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2021. 388 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Trinity Wealth Management held 8,034 shares of iShares Core Universal USD Bond ETF worth $371K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Trinity Wealth Management position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.12% of Trinity Wealth Management's portfolio in Q2 2026, its #56 holding.
Trinity Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 8 quarters since.
Trinity Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.1M in Q3 2021.
388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.