EWA
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EverSource Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

EverSource Wealth Advisors’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 		$1.19M Buy
25,825
+351
+1% +$16.4K 0.04% 343
2025
Q4 		$1.19M Sell
25,474
-2,154
-8% -$101K 0.04% 295
2025
Q3 		$1.29M Sell
27,628
-33,129
-55% -$1.53M 0.05% 258
2025
Q2 		$2.81M Sell
60,757
-17,609
-22% -$804K 0.13% 135
2025
Q1 		$3.61M Buy
78,366
+38,278
+95% +$1.74M 0.2% 106
2024
Q4 		$1.81M Sell
40,088
-4,869
-11% -$223K 0.1% 161
2024
Q3 		$2.12M Sell
44,957
-18,158
-29% -$843K 0.13% 136
2024
Q2 		$2.91M Buy
63,115
+42,115
+201% +$1.89M 0.19% 105
2024
Q1 		$932K Sell
21,000
-2,151
-9% -$97.9K 0.07% 194
2023
Q4 		$1.07M Sell
23,151
-1,632
-7% -$72.1K 0.1% 159
2023
Q3 		$1.08M Buy
24,783
+6,219
+34% +$278K 0.11% 151
2023
Q2 		$844K Sell
18,564
-2,316
-11% -$106K 0.09% 173
2023
Q1 		$964K Buy
20,880
+547
+3% +$25K 0.12% 146
2022
Q4 		$914K Buy
20,333
+2,763
+16% +$124K 0.14% 124
2022
Q3 		$782K Sell
17,570
-4,973
-22% -$232K 0.18% 107
2022
Q2 		$1.06M Buy
22,543
+8,099
+56% +$385K 0.27% 69
2022
Q1 		$717K Buy
14,444
+4,877
+51% +$249K 0.18% 112
2021
Q4 		$507K Buy
+9,567
New +$507K 0.14% 115

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

EverSource Wealth Advisors's IUSB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.4% in Q1 2026, buying an estimated $16.4K and bringing the position to 25,825 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #343.

EverSource Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.61M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • EverSource Wealth Advisors held 25,825 shares of iShares Core Universal USD Bond ETF worth $1.19M as of Q1 2026.
  • EverSource Wealth Advisors bought 351 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $16.4K.
  • iShares Core Universal USD Bond ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q1 2026, its #343 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $3.61M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.