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

Fiduciary 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 		– Sell
-10,317
Closed -$477K – 914
2026
Q1 		$477K Sell
10,317
-143
-1% -$6.66K 0.01% 584
2025
Q4 		$487K Sell
10,460
-7,584
-42% -$355K 0.01% 569
2025
Q3 		$843K Buy
18,044
+143
+0.8% +$6.61K 0.01% 445
2025
Q2 		$828K Buy
17,901
+828
+5% +$37.8K 0.01% 444
2025
Q1 		$787K Sell
17,073
-420
-2% -$19.1K 0.01% 442
2024
Q4 		$791K Hold
17,493
– – 0.01% 397
2024
Q3 		$824K Buy
17,493
+9,204
+111% +$427K 0.01% 397
2024
Q2 		$375K Hold
8,289
– – 0.01% 501
2024
Q1 		$378K Sell
8,289
-2,261
-21% -$103K 0.01% 513
2023
Q4 		$486K Buy
10,550
+2,261
+27% +$99.9K 0.01% 455
2023
Q3 		$362K Sell
8,289
-95
-1% -$4.25K 0.01% 495
2023
Q2 		$381K Hold
8,384
– – 0.01% 500
2023
Q1 		$387K Buy
+8,384
New +$384K 0.01% 492
2022
Q4 		– Sell
-11,461
Closed -$510K – 634
2022
Q3 		$510K Hold
11,461
– – 0.01% 434
2022
Q2 		$537K Hold
11,461
– – 0.01% 438
2022
Q1 		$569K Hold
11,461
– – 0.01% 454
2021
Q4 		$607K Sell
11,461
-287
-2% -$15.2K 0.01% 445
2021
Q3 		$625K Hold
11,748
– – 0.01% 424
2021
Q2 		$628K Buy
+11,748
New +$624K 0.01% 425

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

Fiduciary Trust's IUSB Position: Q2 2026 in Review

Fiduciary Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 10,317 shares — an estimated $477K sold.

Fiduciary Trust first reported a position in IUSB in Q2 2021 and held it in 19 quarters. The position peaked at $843K in Q3 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Fiduciary Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Trust sold 10,317 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $477K.
  • Fiduciary Trust first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 19 quarters.
  • Fiduciary Trust's iShares Core Universal USD Bond ETF position peaked at $843K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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