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

Davidson Trust Company’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
Q1 		$696K Hold
15,071
– – 0.3% 88
2025
Q4 		$701K Buy
+15,071
New +$704K 0.29% 85

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Wells Fargo
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LPL Financial
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Davidson Trust Company's IUSB Position: Q1 2026 in Review

Davidson Trust Company held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 15,071 shares worth $696K. The position accounts for 0.3% of the portfolio, ranked #88.

Davidson Trust Company first reported a position in IUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $701K in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Davidson Trust Company held 15,071 shares of iShares Core Universal USD Bond ETF worth $696K as of Q1 2026.
  • Davidson Trust Company left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.3% of Davidson Trust Company's portfolio in Q1 2026, its #88 holding.
  • Davidson Trust Company first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Davidson Trust Company's iShares Core Universal USD Bond ETF position peaked at $701K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.