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City State Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

City State Bank’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 		$340K Sell
7,377
-7
-0.1% -$323 0.08% 161
2026
Q1 		$341K Sell
7,384
-93
-1% -$4.33K 0.09% 155
2025
Q4 		$348K Sell
7,477
-1,809
-19% -$84.6K 0.1% 155
2025
Q3 		$434K Sell
9,286
-1,566
-14% -$72.4K 0.13% 136
2025
Q2 		$502K Buy
10,852
+785
+8% +$35.8K 0.16% 119
2025
Q1 		$464K Buy
10,067
+220
+2% +$10K 0.15% 123
2024
Q4 		$445K Buy
9,847
+1,250
+15% +$57.4K 0.16% 124
2024
Q3 		$405K Sell
8,597
-270
-3% -$12.5K 0.15% 132
2024
Q2 		$401K Buy
8,867
+62
+0.7% +$2.79K 0.16% 128
2024
Q1 		$401K Buy
8,805
+578
+7% +$26.3K 0.18% 118
2023
Q4 		$379K Sell
8,227
-5,203
-39% -$230K 0.19% 114
2023
Q3 		$587K Sell
13,430
-145
-1% -$6.48K 0.32% 76
2023
Q2 		$617K Sell
13,575
-1,490
-10% -$68.2K 0.33% 72
2023
Q1 		$695K Sell
15,065
-130
-0.9% -$5.95K 0.4% 66
2022
Q4 		$683K Sell
15,195
-3,754
-20% -$168K 0.42% 65
2022
Q3 		$843K Hold
18,949
– – 0.59% 45
2022
Q2 		$887K Buy
18,949
+15
+0.1% +$713 0.62% 44
2022
Q1 		$940K Buy
18,934
+195
+1% +$9.94K 0.57% 49
2021
Q4 		$992K Buy
+18,739
New +$994K 0.61% 43

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

City State Bank's IUSB Position: Q2 2026 in Review

City State Bank reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.09% in Q2 2026, selling an estimated $323 and leaving 7,377 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #161.

City State Bank first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $992K in Q4 2021. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • City State Bank held 7,377 shares of iShares Core Universal USD Bond ETF worth $340K as of Q2 2026.
  • City State Bank sold 7 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $323.
  • iShares Core Universal USD Bond ETF made up 0.08% of City State Bank's portfolio in Q2 2026, its #161 holding.
  • City State Bank first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's iShares Core Universal USD Bond ETF position peaked at $992K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.