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Evergreen Capital Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Evergreen Capital Management’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Hold
5,097
– – ﹤0.01% 1383
2026
Q1 		$230K Hold
5,097
– – 0.01% 1303
2025
Q4 		$233K Hold
5,097
– – 0.01% 1214
2025
Q3 		$235K Buy
+5,097
New +$232K 0.01% 1139

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evergreen Capital Management's IGEB Position: Q2 2026 in Review

Evergreen Capital Management held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 5,097 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Evergreen Capital Management first reported a position in IGEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Evergreen Capital Management held 5,097 shares of iShares Investment Grade Systematic Bond ETF worth $230K as of Q2 2026.
  • Evergreen Capital Management left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1383 holding.
  • Evergreen Capital Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's iShares Investment Grade Systematic Bond ETF position peaked at $235K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.