Twin Peaks Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Twin Peaks Wealth Advisors’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	$14.3M	Buy	310,337 +105,774	+52%	+$4.88M	3.24%	4
2026 Q1	$9.45M	Buy	204,563 +27,806	+16%	+$1.3M	2.38%	8
2025 Q4	$8.25M	Buy	176,757 +17,235	+11%	+$806K	2.4%	10
2025 Q3	$7.45M	Sell	159,522 -14,299	-8%	-$661K	2.55%	10
2025 Q2	$8.02M	Buy	173,821 +7,649	+5%	+$349K	2.6%	7
2025 Q1	$7.56M	Buy	166,172 +6,752	+4%	+$308K	3.44%	5
2024 Q4	$7.21M	Sell	159,420 -14,622	-8%	-$671K	3.04%	6
2024 Q3	$8.2M	Buy	174,042 +47,138	+37%	+$2.19M	3.78%	6
2024 Q2	$5.74M	Buy	126,904 +12,343	+11%	+$555K	2.86%	8
2024 Q1	$5.22M	Buy	114,561 +42,710	+59%	+$1.94M	2.9%	9
2023 Q4	$3.31M	Buy	+71,851	New	+$3.18M	2.11%	15

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

Twin Peaks Wealth Advisors's IUSB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 52% in Q2 2026, buying an estimated $4.88M and bringing the position to 310,337 shares worth $14.3M. The position accounts for 3.24% of the portfolio, ranked #4.

Twin Peaks Wealth Advisors first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Twin Peaks Wealth Advisors held 310,337 shares of iShares Core Universal USD Bond ETF worth $14.3M as of Q2 2026.
Twin Peaks Wealth Advisors bought 105,774 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.88M.
iShares Core Universal USD Bond ETF made up 3.24% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.