Truist Financial
IUSB icon

Truist Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Truist Financial’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 		$132M Buy
3,004,017
+694,067
+30% +$31.5M 0.16% 126
2026
Q2 		$107M Buy
2,309,950
+549,138
+31% +$25.3M 0.13% 149
2026
Q1 		$81.3M Buy
1,760,812
+100,262
+6% +$4.67M 0.11% 169
2025
Q4 		$77.3M Buy
1,660,550
+117,098
+8% +$5.47M 0.1% 180
2025
Q3 		$72.1M Sell
1,543,452
-68,561
-4% -$3.17M 0.1% 185
2025
Q2 		$74.5M Sell
1,612,013
-82,399
-5% -$3.76M 0.11% 174
2025
Q1 		$78.1M Buy
1,694,412
+92,116
+6% +$4.2M 0.12% 162
2024
Q4 		$72.4M Buy
1,602,296
+77,610
+5% +$3.56M 0.11% 167
2024
Q3 		$71.8M Buy
1,524,686
+312,158
+26% +$14.5M 0.11% 177
2024
Q2 		$54.8M Buy
1,212,528
+117,684
+11% +$5.29M 0.08% 221
2024
Q1 		$49.9M Buy
1,094,844
+402,424
+58% +$18.3M 0.08% 237
2023
Q4 		$31.9M Buy
692,420
+56,767
+9% +$2.51M 0.05% 303
2023
Q3 		$27.8M Buy
635,653
+8,606
+1% +$385K 0.05% 329
2023
Q2 		$28.5M Buy
627,047
+90,188
+17% +$4.13M 0.05% 324
2023
Q1 		$24.8M Buy
536,859
+165,716
+45% +$7.58M 0.04% 341
2022
Q4 		$16.7M Buy
371,143
+80,055
+28% +$3.58M 0.03% 416
2022
Q3 		$13M Buy
291,088
+18,833
+7% +$879K 0.02% 482
2022
Q2 		$12.7M Buy
272,255
+26,419
+11% +$1.26M 0.02% 512
2022
Q1 		$12.2M Buy
245,836
+69,878
+40% +$3.56M 0.02% 577
2021
Q4 		$9.31M Buy
175,958
+57,448
+48% +$3.05M 0.01% 667
2021
Q3 		$6.31M Buy
118,510
+32,903
+38% +$1.77M 0.01% 794
2021
Q2 		$4.58M Sell
85,607
-36,783
-30% -$1.95M 0.01% 917
2021
Q1 		$6.46M Buy
122,390
+51,569
+73% +$2.76M 0.01% 750
2020
Q4 		$3.87M Buy
70,821
+2,234
+3% +$121K 0.01% 908
2020
Q3 		$3.73M Sell
68,587
-3,160
-4% -$173K 0.01% 829
2020
Q2 		$3.9M Sell
71,747
-32,408
-31% -$1.74M 0.01% 783
2020
Q1 		$5.47M Buy
104,155
+7,693
+8% +$404K 0.01% 652
2019
Q4 		$5.03M Buy
+96,462
New +$5.03M 0.01% 751

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial's IUSB Position: Q3 2026 in Review

Truist Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q3 2026, buying an estimated $31.5M and bringing the position to 3,004,017 shares worth $132M. The position accounts for 0.16% of the portfolio, ranked #126.

Truist Financial first reported a position in IUSB in Q4 2019 and has held it in 28 quarters since. 476 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Truist Financial held 3,004,017 shares of iShares Core Universal USD Bond ETF worth $132M as of Q3 2026.
  • Truist Financial bought 694,067 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $31.5M.
  • iShares Core Universal USD Bond ETF made up 0.16% of Truist Financial's portfolio in Q3 2026, its #126 holding.
  • Truist Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.