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NBT Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NBT Bank’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 		$896K Buy
19,393
+19,346
+41,162% +$902K 0.06% 219
2025
Q4 		$903K Hold
47
– – 0.06% 215
2025
Q3 		$1.21M Sell
47
-25,827
-100% -$1.19M 0.08% 189
2025
Q2 		$1.2M Sell
25,874
-263
-1% -$12K 0.08% 191
2025
Q1 		$1.2M Sell
26,137
-512
-2% -$23.3K 0.09% 192
2024
Q4 		$1.2M Sell
26,649
-1,592
-6% -$73.1K 0.08% 196
2024
Q3 		$1.33M Sell
28,241
-797
-3% -$37K 0.09% 191
2024
Q2 		$1.31M Sell
29,038
-6,078
-17% -$273K 0.09% 184
2024
Q1 		$1.6M Sell
35,116
-12,617
-26% -$574K 0.12% 162
2023
Q4 		$2.2M Buy
+47,733
New +$2.11M 0.17% 126

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

NBT Bank's IUSB Position: Q1 2026 in Review

NBT Bank increased its iShares Core Universal USD Bond ETF (IUSB) stake by 41,162% in Q1 2026, buying an estimated $902K and bringing the position to 19,393 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #219.

NBT Bank first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • NBT Bank held 19,393 shares of iShares Core Universal USD Bond ETF worth $896K as of Q1 2026.
  • NBT Bank bought 19,346 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $902K.
  • iShares Core Universal USD Bond ETF made up 0.06% of NBT Bank's portfolio in Q1 2026, its #219 holding.
  • NBT Bank first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's iShares Core Universal USD Bond ETF position peaked at $2.2M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.