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Trust Point Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Trust Point Inc’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 		– Sell
-56,865
Closed -$2.63M – 535
2026
Q1 		$2.63M Buy
56,865
+14,945
+36% +$696K 0.23% 51
2025
Q4 		$1.95M Buy
41,920
+11,845
+39% +$554K 0.15% 66
2025
Q3 		$1.4M Hold
30,075
– – 0.11% 89
2025
Q2 		$1.39M Buy
+30,075
New +$1.37M 0.13% 84
2025
Q1 		– Sell
-86,816
Closed -$3.92M – 507
2024
Q4 		$3.92M Buy
86,816
+74,573
+609% +$3.42M 0.27% 37
2024
Q3 		$577K Buy
12,243
+4,559
+59% +$212K 0.04% 259
2024
Q2 		$347K Buy
7,684
+2,326
+43% +$105K 0.03% 341
2024
Q1 		$244K Sell
5,358
-247,863
-98% -$11.3M 0.02% 458
2023
Q4 		$11.7M Buy
+253,221
New +$11.2M 0.96% 12

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Trust Point Inc's IUSB Position: Q2 2026 in Review

Trust Point Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 56,865 shares — an estimated $2.63M sold.

Trust Point Inc first reported a position in IUSB in Q4 2023 and held it in 9 quarters. The position peaked at $11.7M in Q4 2023. 187 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Trust Point Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 56,865 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.63M.
  • Trust Point Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 9 quarters.
  • Trust Point Inc's iShares Core Universal USD Bond ETF position peaked at $11.7M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.