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Texas Capital Bank Wealth Management Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Texas Capital Bank Wealth Management Services’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 		– Sell
-4,450
Closed -$207K – 360
2025
Q4 		$207K Hold
4,450
– – 0.01% 315
2025
Q3 		$208K Buy
+4,450
New +$206K 0.02% 241

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Wells Fargo
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LPL Financial
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Northwestern Mutual Wealth Management
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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

Texas Capital Bank Wealth Management Services's IUSB Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 4,450 shares — an estimated $207K sold.

Texas Capital Bank Wealth Management Services first reported a position in IUSB in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Texas Capital Bank Wealth Management Services reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 4,450 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $207K.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 2 quarters.
  • Texas Capital Bank Wealth Management Services's iShares Core Universal USD Bond ETF position peaked at $208K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.