Members Trust
IUSB icon

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

Members 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 		$235K Hold
5,100
– – 0.01% 142
2026
Q1 		$236K Hold
5,100
– – 0.01% 137
2025
Q4 		$237K Hold
5,100
– – 0.01% 131
2025
Q3 		$238K Hold
5,100
– – 0.01% 128
2025
Q2 		$236K Hold
5,100
– – 0.01% 123
2025
Q1 		$235K Buy
+5,100
New +$232K 0.01% 113

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

Members Trust's IUSB Position: Q2 2026 in Review

Members Trust held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 5,100 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #142.

Members Trust first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $238K in Q3 2025. 424 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Members Trust held 5,100 shares of iShares Core Universal USD Bond ETF worth $235K as of Q2 2026.
  • Members Trust left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Members Trust's portfolio in Q2 2026, its #142 holding.
  • Members Trust first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Members Trust's iShares Core Universal USD Bond ETF position peaked at $238K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.