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

Whittier Trust’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
2025
Q4 		– Sell
-2,852
Closed -$133K – 1390
2025
Q3 		$133K Buy
+2,852
New +$132K ﹤0.01% 668
2024
Q1 		– Sell
-2,725
Closed -$126K – 1533
2023
Q4 		$126K Buy
+2,725
New +$120K ﹤0.01% 724

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Whittier Trust's IUSB Position: Q4 2025 in Review

Whittier Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 2,852 shares — an estimated $133K sold.

Whittier Trust first reported a position in IUSB in Q4 2023 and held it in 2 quarters. The position peaked at $133K in Q3 2025. 844 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Whittier Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 2,852 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $133K.
  • Whittier Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • Whittier Trust's iShares Core Universal USD Bond ETF position peaked at $133K in Q3 2025.
  • 844 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.