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Fulton Breakefield Broenniman’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Fulton Breakefield Broenniman’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 		$304K Buy
6,583
+207
+3% +$9.55K 0.02% 163
2026
Q1 		$295K Hold
6,376
– – 0.02% 154
2025
Q4 		$297K Sell
6,376
-100
-2% -$4.67K 0.02% 160
2025
Q3 		$302K Sell
6,476
-5,976
-48% -$276K 0.02% 162
2025
Q2 		$576K Buy
12,452
+5,613
+82% +$256K 0.04% 119
2025
Q1 		$315K Sell
6,839
-55,324
-89% -$2.52M 0.02% 144
2024
Q4 		$2.81M Buy
+62,163
New +$2.85M 0.2% 68

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

Fulton Breakefield Broenniman's IUSB Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.2% in Q2 2026, buying an estimated $9.55K and bringing the position to 6,583 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #163.

Fulton Breakefield Broenniman first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Fulton Breakefield Broenniman held 6,583 shares of iShares Core Universal USD Bond ETF worth $304K as of Q2 2026.
  • Fulton Breakefield Broenniman bought 207 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $9.55K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #163 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fulton Breakefield Broenniman's iShares Core Universal USD Bond ETF position peaked at $2.81M in Q4 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.