SouthState Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SouthState Corp’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	$49K	Sell	1,061 -314	-23%	-$14.5K	﹤0.01%	507
2026 Q1	$63.5K	Sell	1,375 -79	-5%	-$3.68K	﹤0.01%	427
2025 Q4	$67.7K	Hold	1,454	–	–	﹤0.01%	422
2025 Q3	$67.9K	Sell	1,454 -2,050	-59%	-$94.8K	﹤0.01%	419
2025 Q2	$162K	Sell	3,504 -1,718	-33%	-$78.4K	0.01%	361
2025 Q1	$241K	Buy	5,222 +5,094	+3,980%	+$232K	0.01%	326
2024 Q4	$5.79K	Buy	+128	New	+$5.88K	﹤0.01%	555

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SouthState Corp's IUSB Position: Q2 2026 in Review

SouthState Corp reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q2 2026, selling an estimated $14.5K and leaving 1,061 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

SouthState Corp first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

SouthState Corp held 1,061 shares of iShares Core Universal USD Bond ETF worth $49K as of Q2 2026.
SouthState Corp sold 314 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $14.5K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #507 holding.
SouthState Corp first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
SouthState Corp's iShares Core Universal USD Bond ETF position peaked at $241K in Q1 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.