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 Q2	$11M	Sell	239,010 -10,875	-4%	-$501K	3.12%	8
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 $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

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

TSA Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.4% in Q2 2026, selling an estimated $501K and leaving 239,010 shares worth $11M. The position accounts for 3.12% of the portfolio, ranked #8.

TSA Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6M in Q1 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

TSA Wealth Management held 239,010 shares of iShares Core Universal USD Bond ETF worth $11M as of Q2 2026.
TSA Wealth Management sold 10,875 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $501K.
iShares Core Universal USD Bond ETF made up 3.12% of TSA Wealth Management's portfolio in Q2 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 11 quarters since.
TSA Wealth Management's iShares Core Universal USD Bond ETF position peaked at $16.6M in Q1 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.