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

Evolution 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
2025 Q3	–	Sell	-59,608	Closed	-$2.76M	–	172
2025 Q2	$2.76M	Hold	59,608	–	–	0.4%	44
2025 Q1	$2.75M	Sell	59,608 -44	-0.1%	-$2K	0.46%	40
2024 Q4	$2.7M	Sell	59,652 -5,781	-9%	-$265K	0.45%	42
2024 Q3	$3.08M	Buy	65,433 +5,830	+10%	+$271K	0.55%	38
2024 Q2	$2.7M	Hold	59,603	–	–	0.53%	41
2024 Q1	$2.72M	Hold	59,603	–	–	0.52%	41
2023 Q4	$2.75M	Hold	59,603	–	–	0.55%	42
2023 Q3	$2.61M	Hold	59,603	–	–	0.58%	39
2023 Q2	$2.71M	Hold	59,603	–	–	0.6%	36
2023 Q1	$2.75M	Hold	59,603	–	–	0.66%	34
2022 Q4	$2.68M	Hold	59,603	–	–	0.67%	36
2022 Q3	$2.65M	Buy	+59,603	New	+$2.78M	0.73%	29

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Evolution Wealth Advisors's IUSB Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 59,608 shares — an estimated $2.76M sold.

Evolution Wealth Advisors first reported a position in IUSB in Q3 2022 and held it in 12 quarters. The position peaked at $3.08M in Q3 2024. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Evolution Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 59,608 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $2.76M.
Evolution Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 12 quarters.
Evolution Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $3.08M in Q3 2024.
754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.