Chesley Taft & Associates
IUSB icon

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

Chesley Taft & 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
Q3 		$208K Sell
4,720
-263
-5% -$11.9K 0.01% 361
2026
Q2 		$230K Buy
+4,983
New +$230K 0.01% 355

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chesley Taft & Associates's IUSB Position: Q3 2026 in Review

Chesley Taft & Associates reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.3% in Q3 2026, selling an estimated $11.9K and leaving 4,720 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #361.

Chesley Taft & Associates first reported a position in IUSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $230K in Q2 2026. 529 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Chesley Taft & Associates held 4,720 shares of iShares Core Universal USD Bond ETF worth $208K as of Q3 2026.
  • Chesley Taft & Associates sold 263 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $11.9K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q3 2026, its #361 holding.
  • Chesley Taft & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Chesley Taft & Associates's iShares Core Universal USD Bond ETF position peaked at $230K in Q2 2026.
  • 529 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.