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

Colonial 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
Q2 		$130K Hold
2,809
– – 0.02% 351
2026
Q1 		$130K Hold
2,809
– – 0.02% 378
2025
Q4 		$131K Hold
2,809
– – 0.02% 377
2025
Q3 		$131K Hold
2,809
– – 0.02% 395
2025
Q2 		$130K Buy
2,809
+1,112
+66% +$50.7K 0.02% 390
2025
Q1 		$78.2K Hold
1,697
– – 0.01% 458
2024
Q4 		$76.7K Sell
1,697
-200
-11% -$9.18K 0.01% 494
2024
Q3 		$89.4K Hold
1,897
– – 0.01% 468
2024
Q2 		$85.8K Hold
1,897
– – 0.02% 427
2024
Q1 		$86.5K Hold
1,897
– – 0.02% 432
2023
Q4 		$87.4K Hold
1,897
– – 0.02% 418
2023
Q3 		$82.9K Hold
1,897
– – 0.02% 392
2023
Q2 		$86.3K Hold
1,897
– – 0.02% 381
2023
Q1 		$87.5K Hold
1,897
– – 0.02% 360
2022
Q4 		$85.2K Buy
+1,897
New +$84.9K 0.02% 338

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Colonial Trust's IUSB Position: Q2 2026 in Review

Colonial Trust held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 2,809 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #351.

Colonial Trust first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $131K in Q3 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Colonial Trust held 2,809 shares of iShares Core Universal USD Bond ETF worth $130K as of Q2 2026.
  • Colonial Trust left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Colonial Trust's portfolio in Q2 2026, its #351 holding.
  • Colonial Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's iShares Core Universal USD Bond ETF position peaked at $131K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.