SMBT
IUSB icon

Southern Michigan Bank & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Southern Michigan Bank & 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 		$23.1K Hold
500
– – 0.01% 269
2026
Q1 		$23.1K Buy
+500
New +$23.3K 0.01% 263

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Southern Michigan Bank & Trust's IUSB Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 500 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #269.

Southern Michigan Bank & Trust first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.1K in Q1 2026. 827 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Southern Michigan Bank & Trust held 500 shares of iShares Core Universal USD Bond ETF worth $23.1K as of Q2 2026.
  • Southern Michigan Bank & 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 Southern Michigan Bank & Trust's portfolio in Q2 2026, its #269 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's iShares Core Universal USD Bond ETF position peaked at $23.1K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.