EWA
IUSB icon

EP Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

EP Wealth Advisors’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 		$20.2M Buy
437,334
+369,418
+544% +$17M 0.08% 181
2026
Q1 		$3.14M Buy
67,916
+5,287
+8% +$246K 0.02% 387
2025
Q4 		$2.91M Buy
+62,629
New +$2.93M 0.02% 370
2025
Q2 		$7.48M Buy
161,712
+154,643
+2,188% +$7.06M 0.05% 212
2025
Q1 		$326K Buy
+7,069
New +$322K ﹤0.01% 877
2024
Q4 		– Sell
-12,471
Closed -$588K – 1286
2024
Q3 		$588K Buy
12,471
+3,303
+36% +$153K 0.01% 639
2024
Q2 		$415K Buy
+9,168
New +$412K ﹤0.01% 579
2023
Q4 		– Sell
-2,615
Closed -$114K – 827
2023
Q3 		$114K Buy
+2,615
New +$117K ﹤0.01% 726

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

EP Wealth Advisors's IUSB Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 544% in Q2 2026, buying an estimated $17M and bringing the position to 437,334 shares worth $20.2M. The position accounts for 0.08% of the portfolio, ranked #181.

EP Wealth Advisors first reported a position in IUSB in Q3 2023 and has held it in 8 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • EP Wealth Advisors held 437,334 shares of iShares Core Universal USD Bond ETF worth $20.2M as of Q2 2026.
  • EP Wealth Advisors bought 369,418 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $17M.
  • iShares Core Universal USD Bond ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • EP Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 8 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.