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

Family Capital 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 		$392K Hold
8,502
– – 0.13% 56
2026
Q1 		$393K Hold
8,502
– – 0.14% 54
2025
Q4 		$396K Hold
8,502
– – 0.13% 49
2025
Q3 		$397K Hold
8,502
– – 0.13% 45
2025
Q2 		$393K Hold
8,502
– – 0.14% 42
2025
Q1 		$392K Hold
8,502
– – 0.14% 41
2024
Q4 		$384K Hold
8,502
– – 0.13% 40
2024
Q3 		$401K Hold
8,502
– – 0.13% 40
2024
Q2 		$384K Hold
8,502
– – 0.13% 40
2024
Q1 		$388K Hold
8,502
– – 0.13% 40
2023
Q4 		$392K Buy
+8,502
New +$376K 0.12% 42
2022
Q2 		– Sell
-8,050
Closed -$400K – 52
2022
Q1 		$400K Buy
+8,050
New +$410K 0.13% 37

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Family Capital Trust's IUSB Position: Q2 2026 in Review

Family Capital Trust held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 8,502 shares worth $392K. The position accounts for 0.13% of the portfolio, ranked #56.

Family Capital Trust first reported a position in IUSB in Q1 2022 and has held it in 12 quarters since. The position peaked at $401K in Q3 2024. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Family Capital Trust held 8,502 shares of iShares Core Universal USD Bond ETF worth $392K as of Q2 2026.
  • Family Capital Trust left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.13% of Family Capital Trust's portfolio in Q2 2026, its #56 holding.
  • Family Capital Trust first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • Family Capital Trust's iShares Core Universal USD Bond ETF position peaked at $401K in Q3 2024.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.