EWP
IUSB icon

Elevation Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Elevation Wealth Partners’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 		$35.9M Buy
777,144
+86,015
+12% +$3.97M 10.74% 1
2026
Q1 		$31.9M Buy
691,129
+20,074
+3% +$935K 11.44% 1
2025
Q4 		$31.2M Buy
671,055
+55,428
+9% +$2.59M 11.06% 1
2025
Q3 		$28.8M Buy
615,627
+14,614
+2% +$676K 10.36% 1
2025
Q2 		$27.8M Buy
601,013
+16,711
+3% +$763K 10.97% 1
2025
Q1 		$26.9M Buy
584,302
+15,991
+3% +$729K 11.64% 1
2024
Q4 		$25.7M Buy
568,311
+19,871
+4% +$912K 10.85% 1
2024
Q3 		$25.8M Buy
548,440
+8,455
+2% +$392K 11.09% 1
2024
Q2 		$24.4M Buy
539,985
+36,773
+7% +$1.65M 11.56% 1
2024
Q1 		$22.9M Buy
503,212
+59,988
+14% +$2.73M 11.46% 1
2023
Q4 		$19.4M Buy
443,224
+1,613
+0.4% +$71.3K 11.64% 1
2023
Q3 		$19.3M Buy
441,611
+39,245
+10% +$1.75M 16.67% 1
2023
Q2 		$18.9M Buy
402,366
+25,539
+7% +$1.17M 15.92% 1
2023
Q1 		$17.4M Buy
+376,827
New +$17.2M 15.92% 1

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Elevation Wealth Partners's IUSB Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $3.97M and bringing the position to 777,144 shares worth $35.9M. The position accounts for 10.74% of the portfolio, ranked #1.

Elevation Wealth Partners first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Elevation Wealth Partners held 777,144 shares of iShares Core Universal USD Bond ETF worth $35.9M as of Q2 2026.
  • Elevation Wealth Partners bought 86,015 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.97M.
  • iShares Core Universal USD Bond ETF made up 10.74% of Elevation Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Elevation Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.