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
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

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

Truist Financial's IUSB Position: Q1 2026 in Review

Truist Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6% in Q1 2026, buying an estimated $4.67M and bringing the position to 1,760,812 shares worth $81.3M. The position accounts for 0.11% of the portfolio, ranked #169.

Truist Financial first reported a position in IUSB in Q4 2019 and has held it in 26 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Truist Financial held 1,760,812 shares of iShares Core Universal USD Bond ETF worth $81.3M as of Q1 2026.
  • Truist Financial bought 100,262 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $4.67M.
  • iShares Core Universal USD Bond ETF made up 0.11% of Truist Financial's portfolio in Q1 2026, its #169 holding.
  • Truist Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.