TAM
IUSB icon

Tucker Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tucker Asset 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
2025
Q4 		$284K Buy
6,098
+1,379
+29% +$64.5K 0.08% 77
2025
Q3 		$220K Sell
4,719
-757
-14% -$35K 0.07% 108
2025
Q2 		$253K Buy
5,476
+2,911
+113% +$133K 0.08% 81
2025
Q1 		$118K Sell
2,565
-202
-7% -$9.21K 0.04% 128
2024
Q4 		$125K Buy
2,767
+1,512
+120% +$69.4K 0.01% 205
2024
Q3 		$59.1K Buy
1,255
+548
+78% +$25.4K 0.01% 313
2024
Q2 		$32K Hold
707
– – 0.01% 487
2024
Q1 		$32.2K Hold
707
– – 0.01% 546
2023
Q4 		$32.6K Hold
707
– – 0.01% 425
2023
Q3 		$30.9K Sell
707
-2,671
-79% -$119K 0.01% 415
2023
Q2 		$154K Buy
3,378
+3,192
+1,716% +$146K 0.04% 125
2023
Q1 		$8.58K Sell
186
-97
-34% -$4.44K ﹤0.01% 586
2022
Q4 		$12.8K Sell
283
-174
-38% -$7.78K ﹤0.01% 304
2022
Q3 		$20.1K Sell
457
-154
-25% -$7.18K 0.01% 236
2022
Q2 		$28.6K Sell
611
-517
-46% -$24.6K 0.01% 132
2022
Q1 		$56K Buy
1,128
+1,042
+1,212% +$53.1K 0.02% 87
2021
Q4 		$4.55K Hold
86
– – ﹤0.01% 318
2021
Q3 		$4.57K Hold
86
– – ﹤0.01% 258
2021
Q2 		$4.6K Hold
86
– – ﹤0.01% 244
2021
Q1 		$4.54K Buy
+86
New +$4.61K ﹤0.01% 234

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tucker Asset Management's IUSB Position: Q4 2025 in Review

Tucker Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q4 2025, buying an estimated $64.5K and bringing the position to 6,098 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #77.

Tucker Asset Management first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Tucker Asset Management held 6,098 shares of iShares Core Universal USD Bond ETF worth $284K as of Q4 2025.
  • Tucker Asset Management bought 1,379 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $64.5K.
  • iShares Core Universal USD Bond ETF made up 0.08% of Tucker Asset Management's portfolio in Q4 2025, its #77 holding.
  • Tucker Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.