Atlantic Union Bankshares’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Atlantic Union Bankshares’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	$32.5K	Buy	705 +355	+101%	+$16.4K	﹤0.01%	1032
2026 Q1	$16.2K	Hold	350	–	–	﹤0.01%	1178
2025 Q4	$16.3K	Hold	350	–	–	﹤0.01%	1169
2025 Q3	$16.3K	Sell	350 -765	-69%	-$35.4K	﹤0.01%	1175
2025 Q2	$51.5K	Buy	+1,115	New	+$50.9K	﹤0.01%	655
2025 Q1	–	Sell	-5,980	Closed	-$270K	–	313
2024 Q4	$270K	Sell	5,980 -1,224	-17%	-$56.2K	0.02%	275
2024 Q3	$339K	Sell	7,204 -3,006	-29%	-$139K	0.02%	263
2024 Q2	$462K	Buy	+10,210	New	+$459K	0.03%	244

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

Atlantic Union Bankshares's IUSB Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares Core Universal USD Bond ETF (IUSB) stake by 101% in Q2 2026, buying an estimated $16.4K and bringing the position to 705 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Atlantic Union Bankshares first reported a position in IUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $462K in Q2 2024. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Atlantic Union Bankshares held 705 shares of iShares Core Universal USD Bond ETF worth $32.5K as of Q2 2026.
Atlantic Union Bankshares bought 355 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $16.4K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1032 holding.
Atlantic Union Bankshares first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
Atlantic Union Bankshares's iShares Core Universal USD Bond ETF position peaked at $462K in Q2 2024.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.