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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
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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fulton Breakefield Broenniman's IUSB Position: Q1 2026 in Review

Fulton Breakefield Broenniman held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 6,376 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #154.

Fulton Breakefield Broenniman first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Fulton Breakefield Broenniman held 6,376 shares of iShares Core Universal USD Bond ETF worth $295K as of Q1 2026.
  • Fulton Breakefield Broenniman left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #154 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fulton Breakefield Broenniman's iShares Core Universal USD Bond ETF position peaked at $2.81M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.