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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
Q2 		$230K Buy
+4,983
New +$230K 0.01% 355

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Chesley Taft & Associates's IUSB Position: Q2 2026 in Review

Chesley Taft & Associates opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 4,983 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings.

379 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Chesley Taft & Associates held 4,983 shares of iShares Core Universal USD Bond ETF worth $230K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Chesley Taft & Associates position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #355 holding.
  • 379 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.