EB
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Eastern Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Eastern 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
Q3 		$8.82K Hold
200
– – ﹤0.01% 934
2026
Q2 		$9.23K Buy
200
+50
+33% +$2.31K ﹤0.01% 872
2026
Q1 		$6.93K Buy
+150
New +$6.99K ﹤0.01% 897
2025
Q3 		– Sell
-373
Closed -$17.2K – 1032
2025
Q2 		$17.2K Buy
+373
New +$17K ﹤0.01% 700

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Eastern Bank's IUSB Position: Q3 2026 in Review

Eastern Bank held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2026 at 200 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Eastern Bank first reported a position in IUSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.2K in Q2 2025. 28 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Eastern Bank held 200 shares of iShares Core Universal USD Bond ETF worth $8.82K as of Q3 2026.
  • Eastern Bank left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #934 holding.
  • Eastern Bank first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Eastern Bank's iShares Core Universal USD Bond ETF position peaked at $17.2K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.