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AMG National Trust Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

AMG National Trust Bank’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
-5,321
Closed -$246K – 471
2026
Q1 		$246K Buy
+5,321
New +$248K 0.01% 449
2025
Q4 		– Sell
-6,441
Closed -$301K – 469
2025
Q3 		$301K Hold
6,441
– – 0.01% 395
2025
Q2 		$298K Buy
+6,441
New +$294K 0.01% 386
2024
Q3 		– Sell
-6,050
Closed -$274K – 457
2024
Q2 		$274K Buy
+6,050
New +$272K 0.01% 400
2023
Q4 		– Sell
-12,206
Closed -$534K – 436
2023
Q3 		$534K Sell
12,206
-8,002
-40% -$358K 0.02% 330
2023
Q2 		$919K Sell
20,208
-2,265
-10% -$104K 0.03% 284
2023
Q1 		$1.04M Buy
22,473
+218
+1% +$9.98K 0.04% 279
2022
Q4 		$1,000K Buy
22,255
+530
+2% +$23.7K 0.04% 265
2022
Q3 		$967K Buy
21,725
+3,901
+22% +$182K 0.04% 259
2022
Q2 		$854K Buy
17,824
+127
+0.7% +$6.04K 0.03% 281
2022
Q1 		$878K Buy
17,697
+355
+2% +$18.1K 0.03% 288
2021
Q4 		$918K Buy
17,342
+475
+3% +$25.2K 0.03% 295
2021
Q3 		$898K Buy
16,867
+2,886
+21% +$155K 0.03% 298
2021
Q2 		$748K Buy
13,981
+79
+0.6% +$4.2K 0.02% 312
2021
Q1 		$733K Buy
13,902
+2,340
+20% +$125K 0.02% 310
2020
Q4 		$631K Buy
11,562
+905
+8% +$49.2K 0.02% 321
2020
Q3 		$580K Buy
10,657
+1,400
+15% +$76.5K 0.02% 298
2020
Q2 		$503K Buy
+9,257
New +$496K 0.02% 319

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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

AMG National Trust Bank's IUSB Position: Q2 2026 in Review

AMG National Trust Bank sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 5,321 shares — an estimated $246K sold.

AMG National Trust Bank first reported a position in IUSB in Q2 2020 and held it in 18 quarters. The position peaked at $1.04M in Q1 2023. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • AMG National Trust Bank reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AMG National Trust Bank sold 5,321 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $246K.
  • AMG National Trust Bank first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and held it in 18 quarters.
  • AMG National Trust Bank's iShares Core Universal USD Bond ETF position peaked at $1.04M in Q1 2023.
  • 579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.