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Evergreen Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Evergreen Capital 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
2026
Q1 		$600K Hold
12,989
– – 0.01% 679
2025
Q4 		$605K Hold
12,989
– – 0.01% 638
2025
Q3 		$607K Buy
+12,989
New +$601K 0.01% 572
2024
Q2 		– Sell
-6,000
Closed -$274K – 976
2024
Q1 		$274K Buy
+6,000
New +$273K 0.01% 666

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Evergreen Capital Management's IUSB Position: Q1 2026 in Review

Evergreen Capital Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 12,989 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #679.

Evergreen Capital Management first reported a position in IUSB in Q1 2024 and has held it in 4 quarters since. The position peaked at $607K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Evergreen Capital Management held 12,989 shares of iShares Core Universal USD Bond ETF worth $600K as of Q1 2026.
  • Evergreen Capital Management left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #679 holding.
  • Evergreen Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Evergreen Capital Management's iShares Core Universal USD Bond ETF position peaked at $607K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.