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

Evermay 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
2026
Q2 		– Sell
-444
Closed -$20.5K – 668
2026
Q1 		$20.5K Buy
+444
New +$20.7K ﹤0.01% 391
2024
Q4 		– Sell
-655
Closed -$30.9K – 596
2024
Q3 		$30.9K Buy
+655
New +$30.4K 0.01% 369
2022
Q1 		– Sell
-159
Closed -$8K – 552
2021
Q4 		$8K Buy
+159
New +$8.43K ﹤0.01% 418

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

Evermay Wealth Management's IUSB Position: Q2 2026 in Review

Evermay Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 444 shares — an estimated $20.5K sold.

Evermay Wealth Management first reported a position in IUSB in Q4 2021 and held it in 3 quarters. The position peaked at $30.9K in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Evermay Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 444 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $20.5K.
  • Evermay Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 3 quarters.
  • Evermay Wealth Management's iShares Core Universal USD Bond ETF position peaked at $30.9K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.