WhitTier Trust Company’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WhitTier Trust Company’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	$10.1K	Buy	+221	New	+$10.2K	﹤0.01%	1064
2025 Q4	–	Sell	-373	Closed	-$17.4K	–	1293
2025 Q3	$17.4K	Hold	373	–	–	﹤0.01%	927
2025 Q2	$17.2K	Hold	373	–	–	﹤0.01%	1033
2025 Q1	$17.2K	Sell	373 -1,670	-82%	-$76.1K	﹤0.01%	1003
2024 Q4	$92.3K	Hold	2,043	–	–	﹤0.01%	623
2024 Q3	$96.2K	Buy	2,043 +1,670	+448%	+$77.5K	﹤0.01%	605
2024 Q2	$16.9K	Buy	+373	New	+$16.8K	﹤0.01%	920
2024 Q1	–	Sell	-927	Closed	-$42.7K	–	1234
2023 Q4	$42.7K	Buy	+927	New	+$41K	﹤0.01%	703

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

WhitTier Trust Company's IUSB Position: Q2 2026 in Review

WhitTier Trust Company opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 221 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: WhitTier Trust Company previously reported a position in IUSB as recently as Q3 2025.

WhitTier Trust Company first reported a position in IUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $96.2K in Q3 2024. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

WhitTier Trust Company held 221 shares of iShares Core Universal USD Bond ETF worth $10.1K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new WhitTier Trust Company position in Q2 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1064 holding.
WhitTier Trust Company first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 8 quarters since.
WhitTier Trust Company's iShares Core Universal USD Bond ETF position peaked at $96.2K in Q3 2024.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.