Arlington Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Arlington Trust’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	$280K	Sell	6,066 -426	-7%	-$19.6K	0.02%	89
2026 Q1	$300K	Hold	6,492	–	–	0.03%	73
2025 Q4	$302K	Hold	6,492	–	–	0.03%	68
2025 Q3	$303K	Hold	6,492	–	–	0.05%	137
2025 Q2	$300K	Hold	6,492	–	–	0.06%	132
2025 Q1	$299K	Hold	6,492	–	–	0.06%	134
2024 Q4	$293K	Hold	6,492	–	–	0.06%	136
2024 Q3	$306K	Hold	6,492	–	–	0.07%	127
2024 Q2	$294K	Buy	6,492 +6,066	+1,424%	+$273K	0.07%	121
2024 Q1	$19.4K	Sell	426 -34	-7%	-$1.55K	0.01%	344
2023 Q4	$21.2K	Buy	460 +34	+8%	+$1.5K	0.01%	345
2023 Q3	$18.6K	Buy	+426	New	+$19K	0.01%	187

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

Arlington Trust's IUSB Position: Q2 2026 in Review

Arlington Trust reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.6% in Q2 2026, selling an estimated $19.6K and leaving 6,066 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #89.

Arlington Trust first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $306K in Q3 2024. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Arlington Trust held 6,066 shares of iShares Core Universal USD Bond ETF worth $280K as of Q2 2026.
Arlington Trust sold 426 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $19.6K.
iShares Core Universal USD Bond ETF made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #89 holding.
Arlington Trust first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's iShares Core Universal USD Bond ETF position peaked at $306K in Q3 2024.
856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.