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 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

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. 857 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.
857 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.