Tucker Asset Management
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
2026
Q3 		– Sell
-3,078
Closed -$142K – 290
2026
Q2 		$142K Sell
3,078
-967
-24% -$44.6K 0.04% 191
2026
Q1 		$187K Sell
4,045
-2,053
-34% -$95.7K 0.06% 141
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

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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
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Tucker Asset Management's IUSB Position: Q3 2026 in Review

Tucker Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 3,078 shares — an estimated $142K sold.

Tucker Asset Management first reported a position in IUSB in Q1 2021 and held it in 22 quarters. The position peaked at $284K in Q4 2025. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Tucker Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Tucker Asset Management sold 3,078 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $142K.
  • Tucker Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 22 quarters.
  • Tucker Asset Management's iShares Core Universal USD Bond ETF position peaked at $284K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.