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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Tucker Asset Management's IUSB Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, selling an estimated $44.6K and leaving 3,078 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #191.

Tucker Asset Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $284K in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Tucker Asset Management held 3,078 shares of iShares Core Universal USD Bond ETF worth $142K as of Q2 2026.
  • Tucker Asset Management sold 967 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $44.6K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Tucker Asset Management's portfolio in Q2 2026, its #191 holding.
  • Tucker Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Tucker Asset Management's iShares Core Universal USD Bond ETF position peaked at $284K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.