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

Blue Trust Inc’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 		$25.7M Buy
557,737
+74,095
+15% +$3.42M 0.27% 35
2026
Q1 		$22.3M Sell
483,642
-4,449
-0.9% -$207K 0.26% 35
2025
Q4 		$22.7M Sell
488,091
-63,344
-11% -$2.96M 0.26% 37
2025
Q3 		$25.8M Sell
551,435
-213,035
-28% -$9.85M 0.29% 36
2025
Q2 		$35.3M Sell
764,470
-92,186
-11% -$4.21M 0.42% 30
2025
Q1 		$39.5M Sell
856,656
-29,758
-3% -$1.36M 0.51% 28
2024
Q4 		$40.1M Sell
886,414
-40,066
-4% -$1.84M 0.51% 31
2024
Q3 		$41.9M Sell
926,480
-38,658
-4% -$1.79M 0.55% 31
2024
Q2 		$44M Hold
965,138
– – 0.6% 27
2024
Q1 		$44M Buy
965,138
+122,517
+15% +$5.58M 0.62% 27
2023
Q4 		$36.8M Sell
842,621
-156,294
-16% -$6.91M 0.59% 26
2023
Q3 		$45.4M Sell
998,915
-90,682
-8% -$4.05M 0.69% 27
2023
Q2 		$50.3M Buy
1,089,597
+119,401
+12% +$5.46M 0.8% 26
2023
Q1 		$43.6M Buy
970,196
+83,977
+9% +$3.84M 0.72% 25
2022
Q4 		$39.4M Sell
886,219
-91,105
-9% -$4.08M 0.71% 26
2022
Q3 		$45.8M Sell
977,324
-89,146
-8% -$4.16M 0.8% 25
2022
Q2 		$52.9M Buy
+1,066,470
New +$50.7M 0.82% 25

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Blue Trust Inc's IUSB Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $3.42M and bringing the position to 557,737 shares worth $25.7M. The position accounts for 0.27% of the portfolio, ranked #35.

Blue Trust Inc first reported a position in IUSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $52.9M in Q2 2022. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Blue Trust Inc held 557,737 shares of iShares Core Universal USD Bond ETF worth $25.7M as of Q2 2026.
  • Blue Trust Inc bought 74,095 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.42M.
  • iShares Core Universal USD Bond ETF made up 0.27% of Blue Trust Inc's portfolio in Q2 2026, its #35 holding.
  • Blue Trust Inc first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Core Universal USD Bond ETF position peaked at $52.9M in Q2 2022.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.