EWA LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

EWA LLC’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	$14.7M	Buy	317,507 +42,695	+16%	+$1.97M	2.67%	7
2026 Q1	$12.7M	Buy	274,812 +77,785	+39%	+$3.62M	2.88%	8
2025 Q4	$9.17M	Sell	197,027 -7,923	-4%	-$370K	2.24%	9
2025 Q3	$9.57M	Sell	204,950 -28,559	-12%	-$1.32M	2.65%	7
2025 Q2	$10.8M	Buy	233,509 +33,304	+17%	+$1.52M	3.4%	5
2025 Q1	$9.23M	Sell	200,205 -15,779	-7%	-$719K	3.43%	6
2024 Q4	$9.76M	Buy	215,984 +8,012	+4%	+$368K	3.67%	7
2024 Q3	$9.47M	Buy	207,972 +60,637	+41%	+$2.81M	3.38%	8
2024 Q2	$6.72M	Sell	147,335 -18,992	-11%	-$854K	2.78%	10
2024 Q1	$7.46M	Buy	+166,327	New	+$7.57M	3.35%	6

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA LLC's IUSB Position: Q2 2026 in Review

EWA LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $1.97M and bringing the position to 317,507 shares worth $14.7M. The position accounts for 2.67% of the portfolio, ranked #7.

EWA LLC first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

EWA LLC held 317,507 shares of iShares Core Universal USD Bond ETF worth $14.7M as of Q2 2026.
EWA LLC bought 42,695 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.97M.
iShares Core Universal USD Bond ETF made up 2.67% of EWA LLC's portfolio in Q2 2026, its #7 holding.
EWA LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.