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

Evercore Wealth Management’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
-5,811
Closed -$268K – 419
2025
Q1 		$268K Hold
5,811
– – ﹤0.01% 355
2024
Q4 		$263K Hold
5,811
– – ﹤0.01% 355
2024
Q3 		$274K Buy
+5,811
New +$270K ﹤0.01% 356

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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

Evercore Wealth Management's IUSB Position: Q2 2025 in Review

Evercore Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 5,811 shares — an estimated $268K sold.

Evercore Wealth Management first reported a position in IUSB in Q3 2024 and held it in 3 quarters. The position peaked at $274K in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Evercore Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 5,811 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $268K.
  • Evercore Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 3 quarters.
  • Evercore Wealth Management's iShares Core Universal USD Bond ETF position peaked at $274K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.