Cadence Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cadence 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
2025 Q4	$217K	Buy	4,659 +132	+3%	+$6.17K	0.01%	313
2025 Q3	$211K	Sell	4,527 -113	-2%	-$5.23K	0.01%	319
2025 Q2	$215K	Sell	4,640 -409	-8%	-$18.7K	0.01%	319
2025 Q1	$233K	Sell	5,049 -104	-2%	-$4.74K	0.02%	300
2024 Q4	$233K	Sell	5,153 -179	-3%	-$8.22K	0.02%	308
2024 Q3	$251K	Buy	5,332 +280	+6%	+$13K	0.02%	301
2024 Q2	$228K	Buy	5,052 +22	+0.4%	+$989	0.02%	276
2024 Q1	$229K	Buy	5,030 +470	+10%	+$21.4K	0.02%	312
2023 Q4	$210K	Buy	+4,560	New	+$202K	0.02%	317

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cadence Bank's IUSB Position: Q4 2025 in Review

Cadence Bank increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.9% in Q4 2025, buying an estimated $6.17K and bringing the position to 4,659 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #313.

Cadence Bank first reported a position in IUSB in Q4 2023 and has held it in 9 quarters since. The position peaked at $251K in Q3 2024. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Cadence Bank held 4,659 shares of iShares Core Universal USD Bond ETF worth $217K as of Q4 2025.
Cadence Bank bought 132 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $6.17K.
iShares Core Universal USD Bond ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #313 holding.
Cadence Bank first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 9 quarters since.
Cadence Bank's iShares Core Universal USD Bond ETF position peaked at $251K in Q3 2024.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.