TS Financial Group (TSFG)
IUSB icon

TS Financial Group (TSFG)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TS Financial Group (TSFG)’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 		$797K Sell
18,082
-1,391
-7% -$63K 0.18% 69
2026
Q2 		$899K Sell
19,473
-403
-2% -$18.6K 0.11% 91
2026
Q1 		$918K Sell
19,876
-64
-0.3% -$2.98K 0.14% 89
2025
Q4 		$928K Sell
19,940
-996
-5% -$46.6K 0.14% 87
2025
Q3 		$978K Sell
20,936
-163
-0.8% -$7.54K 0.16% 87
2025
Q2 		$975K Sell
21,099
-140,085
-87% -$6.39M 0.18% 84
2025
Q1 		$7.43M Buy
161,184
+1,588
+1% +$72.4K 1.52% 17
2024
Q4 		$7.21M Buy
159,596
+4,438
+3% +$204K 1.48% 17
2024
Q3 		$7.31M Buy
155,158
+4,868
+3% +$226K 1.6% 17
2024
Q2 		$6.8M Buy
150,290
+23,863
+19% +$1.07M 1.59% 18
2024
Q1 		$5.76M Buy
126,427
+120,992
+2,226% +$5.51M 1.45% 18
2023
Q4 		$250K Buy
+5,435
New +$240K 0.08% 120

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Jones Financial Companies
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

TS Financial Group (TSFG)'s IUSB Position: Q3 2026 in Review

TS Financial Group (TSFG) reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 7.1% in Q3 2026, selling an estimated $63K and leaving 18,082 shares worth $797K. The position accounts for 0.18% of the portfolio, ranked #69.

TS Financial Group (TSFG) first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.43M in Q1 2025. 711 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • TS Financial Group (TSFG) held 18,082 shares of iShares Core Universal USD Bond ETF worth $797K as of Q3 2026.
  • TS Financial Group (TSFG) sold 1,391 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $63K.
  • iShares Core Universal USD Bond ETF made up 0.18% of TS Financial Group (TSFG)'s portfolio in Q3 2026, its #69 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • TS Financial Group (TSFG)'s iShares Core Universal USD Bond ETF position peaked at $7.43M in Q1 2025.
  • 711 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2026, filed 23 Oct 2026.