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

Caldwell 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
Q1 		$8.5K Hold
184
– – ﹤0.01% 673
2025
Q4 		$8.56K Hold
184
– – ﹤0.01% 654
2025
Q3 		$8.6K Hold
184
– – ﹤0.01% 653
2025
Q2 		$8.51K Hold
184
– – ﹤0.01% 647
2025
Q1 		$8.48K Hold
184
– – ﹤0.01% 649
2024
Q4 		$8.32K Buy
+184
New +$8.45K ﹤0.01% 622

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Caldwell Trust's IUSB Position: Q1 2026 in Review

Caldwell Trust held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 184 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Caldwell Trust first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.6K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Caldwell Trust held 184 shares of iShares Core Universal USD Bond ETF worth $8.5K as of Q1 2026.
  • Caldwell Trust left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #673 holding.
  • Caldwell Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Caldwell Trust's iShares Core Universal USD Bond ETF position peaked at $8.6K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.