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 Q3	$277K	Sell	6,274 -309	-5%	-$14K	0.02%	168
2026 Q2	$304K	Buy	6,583 +207	+3%	+$9.5K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fulton Breakefield Broenniman's IUSB Position: Q3 2026 in Review

Fulton Breakefield Broenniman reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.7% in Q3 2026, selling an estimated $14K and leaving 6,274 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #168.

Fulton Breakefield Broenniman first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.81M in Q4 2024. 571 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Fulton Breakefield Broenniman held 6,274 shares of iShares Core Universal USD Bond ETF worth $277K as of Q3 2026.
Fulton Breakefield Broenniman sold 309 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $14K.
iShares Core Universal USD Bond ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q3 2026, its #168 holding.
Fulton Breakefield Broenniman first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fulton Breakefield Broenniman's iShares Core Universal USD Bond ETF position peaked at $2.81M in Q4 2024.
571 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q3 2026, filed 3 Nov 2026.