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

Midwest 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 Q3	$433K	Sell	9,826 -120	-1%	-$5.44K	﹤0.01%	486
2026 Q2	$459K	Sell	9,946 -663	-6%	-$30.6K	0.01%	461
2026 Q1	$490K	Buy	10,609 +2,177	+26%	+$101K	0.01%	440
2025 Q4	$392K	Buy	8,432 +236	+3%	+$11K	﹤0.01%	459
2025 Q3	$383K	Buy	8,196 +1,247	+18%	+$57.7K	0.01%	465
2025 Q2	$321K	Buy	+6,949	New	+$317K	﹤0.01%	508

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

Midwest Trust's IUSB Position: Q3 2026 in Review

Midwest Trust reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q3 2026, selling an estimated $5.44K and leaving 9,826 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Midwest Trust first reported a position in IUSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $490K in Q1 2026. 529 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Midwest Trust held 9,826 shares of iShares Core Universal USD Bond ETF worth $433K as of Q3 2026.
Midwest Trust sold 120 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $5.44K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #486 holding.
Midwest Trust first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Core Universal USD Bond ETF position peaked at $490K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.