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Tyche Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tyche Wealth Partners’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 		– Sell
-51,822
Closed -$2.39M – 356
2026
Q1 		$2.39M Sell
51,822
-632
-1% -$29.5K 0.37% 58
2025
Q4 		$2.44M Sell
52,454
-557
-1% -$26K 0.39% 58
2025
Q3 		$2.48M Buy
53,011
+10,110
+24% +$468K 0.43% 54
2025
Q2 		$1.98M Buy
42,901
+28,976
+208% +$1.32M 0.4% 54
2025
Q1 		$642K Buy
+13,925
New +$635K 0.14% 110

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tyche Wealth Partners's IUSB Position: Q2 2026 in Review

Tyche Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 51,822 shares — an estimated $2.39M sold.

Tyche Wealth Partners first reported a position in IUSB in Q1 2025 and held it in 5 quarters. The position peaked at $2.48M in Q3 2025. 746 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Tyche Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Tyche Wealth Partners sold 51,822 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.39M.
  • Tyche Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and held it in 5 quarters.
  • Tyche Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $2.48M in Q3 2025.
  • 746 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.