Wilmington Savings Fund Society’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wilmington Savings Fund Society’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	$240K	Hold	5,211	–	–	0.01%	551
2026 Q1	$241K	Hold	5,211	–	–	0.01%	554
2025 Q4	$243K	Buy	5,211 +1,284	+33%	+$60K	0.01%	555
2025 Q3	$183K	Buy	3,927 +507	+15%	+$23.4K	﹤0.01%	613
2025 Q2	$158K	Sell	3,420 -73	-2%	-$3.33K	﹤0.01%	884
2025 Q1	$161K	Sell	3,493 -206	-6%	-$9.39K	﹤0.01%	857
2024 Q4	$167K	Buy	3,699 +143	+4%	+$6.56K	﹤0.01%	890
2024 Q3	$168K	Buy	+3,556	New	+$165K	﹤0.01%	871

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

Wilmington Savings Fund Society's IUSB Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 5,211 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #551.

Wilmington Savings Fund Society first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $243K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Wilmington Savings Fund Society held 5,211 shares of iShares Core Universal USD Bond ETF worth $240K as of Q2 2026.
Wilmington Savings Fund Society left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #551 holding.
Wilmington Savings Fund Society first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's iShares Core Universal USD Bond ETF position peaked at $243K in Q4 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.