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Chatterton & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Chatterton & Associates’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 		$8.94M Buy
195,195
+100,097
+105% +$4.62M 5.26% 2
2026
Q1 		$4.41M Buy
95,098
+25,781
+37% +$1.2M 3.09% 9
2025
Q4 		$3.23M Buy
+69,317
New +$3.24M 2.76% 11

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Chatterton & Associates's IUSB Position: Q2 2026 in Review

Chatterton & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 105% in Q2 2026, buying an estimated $4.62M and bringing the position to 195,195 shares worth $8.94M. The position accounts for 5.26% of the portfolio, ranked #2.

Chatterton & Associates first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Chatterton & Associates held 195,195 shares of iShares Core Universal USD Bond ETF worth $8.94M as of Q2 2026.
  • Chatterton & Associates bought 100,097 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.62M.
  • iShares Core Universal USD Bond ETF made up 5.26% of Chatterton & Associates's portfolio in Q2 2026, its #2 holding.
  • Chatterton & Associates first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.