City National Bank of Florida’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

City National Bank of Florida’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	$3.8M	Buy	82,368 +7,384	+10%	+$341K	1.59%	13
2026 Q1	$3.46M	Sell	74,984 -14,064	-16%	-$655K	2.07%	9
2025 Q4	$4.14M	Sell	89,048 -6,280	-7%	-$294K	2.71%	5
2025 Q3	$4.45M	Sell	95,328 -8,827	-8%	-$408K	2.94%	4
2025 Q2	$4.82M	Buy	104,155 +37,200	+56%	+$1.7M	3.5%	4
2025 Q1	$3.09M	Sell	66,955 -89,192	-57%	-$4.06M	2.78%	5
2024 Q4	$7.06M	Buy	+156,147	New	+$7.17M	6.44%	3

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

City National Bank of Florida's IUSB Position: Q2 2026 in Review

City National Bank of Florida increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.8% in Q2 2026, buying an estimated $341K and bringing the position to 82,368 shares worth $3.8M. The position accounts for 1.59% of the portfolio, ranked #13.

City National Bank of Florida first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.06M in Q4 2024. 664 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

City National Bank of Florida held 82,368 shares of iShares Core Universal USD Bond ETF worth $3.8M as of Q2 2026.
City National Bank of Florida bought 7,384 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $341K.
iShares Core Universal USD Bond ETF made up 1.59% of City National Bank of Florida's portfolio in Q2 2026, its #13 holding.
City National Bank of Florida first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
City National Bank of Florida's iShares Core Universal USD Bond ETF position peaked at $7.06M in Q4 2024.
664 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.