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

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	0.56%	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