Clearstead Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clearstead Trust’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	$20.1K	Buy	+456	New	+$20.7K	﹤0.01%	504

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clearstead Trust's IUSB Position: Q3 2026 in Review

Clearstead Trust opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 456 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Clearstead Trust held 456 shares of iShares Core Universal USD Bond ETF worth $20.1K as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Clearstead Trust position in Q3 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #504 holding.
607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.