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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
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

Other funds holding IUSB

Envestnet Portfolio Solutions
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

TS Financial Group (TSFG)'s IUSB Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2% in Q2 2026, selling an estimated $18.6K and leaving 19,473 shares worth $899K. The position accounts for 0.11% of the portfolio, ranked #91.

TS Financial Group (TSFG) first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.43M in Q1 2025. 360 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • TS Financial Group (TSFG) held 19,473 shares of iShares Core Universal USD Bond ETF worth $899K as of Q2 2026.
  • TS Financial Group (TSFG) sold 403 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $18.6K.
  • iShares Core Universal USD Bond ETF made up 0.11% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #91 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • TS Financial Group (TSFG)'s iShares Core Universal USD Bond ETF position peaked at $7.43M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.