Evergreen Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Evergreen Capital Management’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Hold	5,116	–	–	0.01%	1215
2025 Q4	$265K	Hold	5,116	–	–	0.01%	1117
2025 Q3	$267K	Buy	5,116 +287	+6%	+$14.8K	0.01%	1057
2025 Q2	$248K	Hold	4,829	–	–	0.01%	894
2025 Q1	$247K	Hold	4,829	–	–	0.01%	869
2024 Q4	$243K	Hold	4,829	–	–	0.01%	858
2024 Q3	$254K	Hold	4,829	–	–	0.01%	800
2024 Q2	$242K	Hold	4,829	–	–	0.01%	753
2024 Q1	$245K	Hold	4,829	–	–	0.01%	717
2023 Q4	$248K	Hold	4,829	–	–	0.01%	679
2023 Q3	$232K	Hold	4,829	–	–	0.01%	655
2023 Q2	$242K	Buy	4,829 +229	+5%	+$11.5K	0.01%	646
2023 Q1	$233K	Hold	4,600	–	–	0.01%	608
2022 Q4	$226K	Hold	4,600	–	–	0.01%	570
2022 Q3	$221K	Buy	+4,600	New	+$234K	0.01%	528

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Evergreen Capital Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 5,116 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1215.

Evergreen Capital Management first reported a position in USIG in Q3 2022 and has held it in 15 quarters since. The position peaked at $267K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Evergreen Capital Management held 5,116 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $262K as of Q1 2026.
Evergreen Capital Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1215 holding.
Evergreen Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Evergreen Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $267K in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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