Davidson Trust Company
IUSB icon

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
Q3 		$916K Buy
20,771
+5,700
+38% +$258K 0.36% 69
2026
Q2 		$696K Hold
15,071
– – 0.27% 96
2026
Q1 		$696K Hold
15,071
– – 0.3% 88
2025
Q4 		$701K Buy
+15,071
New +$704K 0.29% 85

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Davidson Trust Company's IUSB Position: Q3 2026 in Review

Davidson Trust Company increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q3 2026, buying an estimated $258K and bringing the position to 20,771 shares worth $916K. The position accounts for 0.36% of the portfolio, ranked #69.

Davidson Trust Company first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Davidson Trust Company held 20,771 shares of iShares Core Universal USD Bond ETF worth $916K as of Q3 2026.
  • Davidson Trust Company bought 5,700 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $258K.
  • iShares Core Universal USD Bond ETF made up 0.36% of Davidson Trust Company's portfolio in Q3 2026, its #69 holding.
  • Davidson Trust Company first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.