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 Q3	$573K	Hold	12,989	–	–	0.01%	795
2026 Q2	$599K	Hold	12,989	–	–	0.01%	800
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Evergreen Capital Management's IUSB Position: Q3 2026 in Review

Evergreen Capital Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2026 at 12,989 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #795.

Evergreen Capital Management first reported a position in IUSB in Q1 2024 and has held it in 6 quarters since. The position peaked at $607K in Q3 2025. 309 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Evergreen Capital Management held 12,989 shares of iShares Core Universal USD Bond ETF worth $573K as of Q3 2026.
Evergreen Capital Management left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #795 holding.
Evergreen Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 6 quarters since.
Evergreen Capital Management's iShares Core Universal USD Bond ETF position peaked at $607K in Q3 2025.
309 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.