EWM
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Evercore Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Evercore Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,811
Closed -$268K – 416
2025
Q1 		$268K Hold
5,811
– – ﹤0.01% 350
2024
Q4 		$263K Hold
5,811
– – ﹤0.01% 355
2024
Q3 		$274K Buy
+5,811
New +$274K ﹤0.01% 356