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

Twelve Points 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 		$787K Sell
17,048
-3,530
-17% -$163K 0.16% 115
2026
Q1 		$950K Sell
20,578
-107
-0.5% -$4.99K 0.21% 95
2025
Q4 		$965K Buy
20,685
+11,922
+136% +$557K 0.22% 94
2025
Q3 		$409K Sell
8,763
-148
-2% -$6.84K 0.1% 138
2025
Q2 		$412K Buy
8,911
+889
+11% +$40.6K 0.11% 136
2025
Q1 		$370K Sell
8,022
-11,544
-59% -$526K 0.1% 134
2024
Q4 		$884K Sell
19,566
-185,592
-90% -$8.52M 0.25% 92
2024
Q3 		$9.67M Buy
205,158
+20,228
+11% +$939K 3.04% 4
2024
Q2 		$8.36M Buy
184,930
+35,320
+24% +$1.59M 2.94% 5
2024
Q1 		$6.82M Buy
149,610
+24,836
+20% +$1.13M 2.5% 6
2023
Q4 		$5.75M Sell
124,774
-4,383
-3% -$194K 2.73% 6
2023
Q3 		$5.65M Sell
129,157
-25,352
-16% -$1.13M 2.81% 4
2023
Q2 		$7.03M Buy
154,509
+12,660
+9% +$579K 3.74% 4
2023
Q1 		$6.55M Buy
141,849
+15,307
+12% +$701K 3.76% 4
2022
Q4 		$5.69M Buy
126,542
+26,226
+26% +$1.17M 3.87% 3
2022
Q3 		$4.46M Buy
+100,316
New +$4.68M 3.46% 3

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

Twelve Points Wealth Management's IUSB Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q2 2026, selling an estimated $163K and leaving 17,048 shares worth $787K. The position accounts for 0.16% of the portfolio, ranked #115.

Twelve Points Wealth Management first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.67M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Twelve Points Wealth Management held 17,048 shares of iShares Core Universal USD Bond ETF worth $787K as of Q2 2026.
  • Twelve Points Wealth Management sold 3,530 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares Core Universal USD Bond ETF made up 0.16% of Twelve Points Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Twelve Points Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Twelve Points Wealth Management's iShares Core Universal USD Bond ETF position peaked at $9.67M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.