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EWG Elevate’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

EWG Elevate’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
-8,362
Closed -$387K – 145
2025
Q2 		$387K Sell
8,362
-59
-0.7% -$2.69K 0.12% 102
2025
Q1 		$388K Buy
8,421
+547
+7% +$24.9K 0.15% 86
2024
Q4 		$356K Buy
7,874
+1,600
+26% +$73.4K 0.11% 112
2024
Q3 		$296K Buy
6,274
+946
+18% +$43.9K 0.12% 89
2024
Q2 		$241K Buy
+5,328
New +$240K 0.09% 116
2023
Q1 		– Sell
-29
Closed -$1.3K – 403
2022
Q4 		$1.3K Buy
+29
New +$1.3K ﹤0.01% 639

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EWG Elevate's IUSB Position: Q3 2025 in Review

EWG Elevate sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 8,362 shares — an estimated $387K sold.

EWG Elevate first reported a position in IUSB in Q4 2022 and held it in 6 quarters. The position peaked at $388K in Q1 2025. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • EWG Elevate reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 8,362 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $387K.
  • EWG Elevate first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 6 quarters.
  • EWG Elevate's iShares Core Universal USD Bond ETF position peaked at $388K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.