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Evergreen Capital Management’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Evergreen Capital Management’s Portfolio ISHG Stock Details ISHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Buy
18,774
+15,476
+469% +$1.17M 0.03% 394
2025
Q4 		$248K Buy
+3,298
New +$249K 0.01% 1162

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $270M AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

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

Evergreen Capital Management increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 469% in Q1 2026, buying an estimated $1.17M and bringing the position to 18,774 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #394.

Evergreen Capital Management first reported a position in ISHG in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Evergreen Capital Management held 18,774 shares of iShares 1-3 Year International Treasury Bond ETF worth $1.39M as of Q1 2026.
  • Evergreen Capital Management bought 15,476 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $1.17M.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #394 holding.
  • Evergreen Capital Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

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