EI
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Ellevest Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ellevest 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
2025
Q2 		– Sell
-9,522
Closed -$439K – 412
2025
Q1 		$439K Hold
9,522
– – 0.03% 217
2024
Q4 		$430K Hold
9,522
– – 0.02% 231
2024
Q3 		$449K Sell
9,522
-2,560
-21% -$119K 0.02% 239
2024
Q2 		$546K Hold
12,082
– – 0.03% 190
2024
Q1 		$551K Buy
+12,082
New +$550K 0.03% 176

Other funds holding IUSB

Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ellevest Inc's IUSB Position: Q2 2025 in Review

Ellevest Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 9,522 shares — an estimated $439K sold.

Ellevest Inc first reported a position in IUSB in Q1 2024 and held it in 5 quarters. The position peaked at $551K in Q1 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Ellevest Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 9,522 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $439K.
  • Ellevest Inc first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 5 quarters.
  • Ellevest Inc's iShares Core Universal USD Bond ETF position peaked at $551K in Q1 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.