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

TSA 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 Q1	$11.5M	Buy	249,885 +11,104	+5%	+$517K	3.73%	8
2025 Q4	$11.1M	Buy	238,781 +22,374	+10%	+$1.05M	3.68%	10
2025 Q3	$10.1M	Sell	216,407 -12,258	-5%	-$567K	3.44%	10
2025 Q2	$10.6M	Sell	228,665 -6,230	-3%	-$284K	3.86%	9
2025 Q1	$10.8M	Sell	234,895 -30,976	-12%	-$1.41M	4.3%	8
2024 Q4	$12M	Sell	265,871 -1,933	-0.7%	-$88.7K	4.89%	7
2024 Q3	$12.6M	Sell	267,804 -2,175	-0.8%	-$101K	5.08%	7
2024 Q2	$12.2M	Sell	269,979 -94,092	-26%	-$4.23M	5.2%	7
2024 Q1	$16.6M	Buy	364,071 +112,955	+45%	+$5.14M	7.23%	4
2023 Q4	$11.6M	Buy	+251,116	New	+$11.1M	5.39%	7

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

TSA Wealth Management's IUSB Position: Q1 2026 in Review

TSA Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.7% in Q1 2026, buying an estimated $517K and bringing the position to 249,885 shares worth $11.5M. The position accounts for 3.73% of the portfolio, ranked #8.

TSA Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.6M in Q1 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

TSA Wealth Management held 249,885 shares of iShares Core Universal USD Bond ETF worth $11.5M as of Q1 2026.
TSA Wealth Management bought 11,104 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $517K.
iShares Core Universal USD Bond ETF made up 3.73% of TSA Wealth Management's portfolio in Q1 2026, its #8 holding.
TSA Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
TSA Wealth Management's iShares Core Universal USD Bond ETF position peaked at $16.6M in Q1 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.