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Evergreen Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Evergreen Capital Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Sell
23,766
-94
-0.4% -$4.97K 0.03% 431
2025
Q4 		$1.26M Hold
23,860
– – 0.03% 403
2025
Q3 		$1.27M Hold
23,860
– – 0.03% 353
2025
Q2 		$1.26M Hold
23,860
– – 0.04% 322
2025
Q1 		$1.25M Hold
23,860
– – 0.04% 302
2024
Q4 		$1.23M Sell
23,860
-6,697
-22% -$348K 0.04% 307
2024
Q3 		$1.61M Buy
30,557
+167
+0.5% +$8.69K 0.05% 280
2024
Q2 		$1.56M Sell
30,390
-577
-2% -$29.4K 0.06% 263
2024
Q1 		$1.59M Buy
30,967
+2,577
+9% +$132K 0.06% 250
2023
Q4 		$1.46M Hold
28,390
– – 0.06% 254
2023
Q3 		$1.41M Hold
28,390
– – 0.06% 247
2023
Q2 		$1.42M Buy
28,390
+1,000
+4% +$50.4K 0.06% 245
2023
Q1 		$1.38M Sell
27,390
-10,366
-27% -$520K 0.06% 250
2022
Q4 		$1.88M Buy
37,756
+9,140
+32% +$453K 0.09% 216
2022
Q3 		$1.41M Sell
28,616
-16,264
-36% -$821K 0.07% 231
2022
Q2 		$2.27M Sell
44,880
-8,857
-16% -$451K 0.12% 193
2022
Q1 		$2.78M Hold
53,737
– – 0.11% 203
2021
Q4 		$2.9M Sell
53,737
-3,200
-6% -$173K 0.12% 198
2021
Q3 		$3.11M Hold
56,937
– – 0.14% 169
2021
Q2 		$3.12M Hold
56,937
– – 0.15% 157
2021
Q1 		$3.11M Sell
56,937
-700
-1% -$38.4K 0.16% 142
2020
Q4 		$3.18M Sell
57,637
-9,425
-14% -$518K 0.19% 127
2020
Q3 		$3.68M Buy
67,062
+50
+0.1% +$2.75K 0.25% 95
2020
Q2 		$3.67M Hold
67,012
– – 0.28% 87
2020
Q1 		$3.51M Sell
67,012
-3,000
-4% -$160K 0.33% 78
2019
Q4 		$3.75M Sell
70,012
-896
-1% -$48.1K 0.31% 79
2019
Q3 		$3.81M Sell
70,908
-2,300
-3% -$123K 0.35% 71
2019
Q2 		$3.91M Hold
73,208
– – 0.37% 65
2019
Q1 		$3.87M Buy
73,208
+1,286
+2% +$67.1K 0.39% 67
2018
Q4 		$3.71M Buy
71,922
+2,458
+4% +$127K 0.39% 66
2018
Q3 		$3.6M Sell
69,464
-14,272
-17% -$740K 0.32% 71
2018
Q2 		$4.34M Sell
83,736
-1,596
-2% -$82.7K 0.41% 59
2018
Q1 		$4.43M Sell
85,332
-18,718
-18% -$974K 0.43% 60
2017
Q4 		$5.44M Sell
104,050
-13,068
-11% -$686K 0.55% 48
2017
Q3 		$6.17M Buy
+117,118
New +$6.17M 0.72% 40

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Capital Management's IGSB Position: Q1 2026 in Review

Evergreen Capital Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.39% in Q1 2026, selling an estimated $4.97K and leaving 23,766 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #431.

Evergreen Capital Management first reported a position in IGSB in Q3 2017 and has held it in 35 quarters since. The position peaked at $6.17M in Q3 2017. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Evergreen Capital Management held 23,766 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.25M as of Q1 2026.
  • Evergreen Capital Management sold 94 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.97K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #431 holding.
  • Evergreen Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 35 quarters since.
  • Evergreen Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.17M in Q3 2017.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.