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Evergreen Wealth Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Evergreen Wealth Solutions’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Sell
4,945
-92,350
-95% -$4.91M 0.01% 452
2026
Q1 		$5.18M Sell
97,295
-31,956
-25% -$1.72M 0.37% 54
2025
Q4 		$6.96M Buy
+129,251
New +$6.99M 0.97% 19

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evergreen Wealth Solutions's IGIB Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 95% in Q2 2026, selling an estimated $4.91M and leaving 4,945 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #452.

Evergreen Wealth Solutions first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.96M in Q4 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Evergreen Wealth Solutions held 4,945 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $259K as of Q2 2026.
  • Evergreen Wealth Solutions sold 92,350 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.91M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #452 holding.
  • Evergreen Wealth Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.96M in Q4 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.