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Evergreen Wealth Solutions’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Evergreen Wealth Solutions’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,319
Closed -$1.01M – 519
2026
Q1 		$1.01M Sell
20,319
-40,359
-67% -$2.04M 0.07% 158
2025
Q4 		$3.06M Buy
+60,678
New +$3.11M 0.43% 40

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evergreen Wealth Solutions sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026, closing a stake of 20,319 shares — an estimated $1.01M sold.

Evergreen Wealth Solutions first reported a position in IGLB in Q4 2025 and held it in 2 quarters. The position peaked at $3.06M in Q4 2025. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 20,319 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.01M.
  • Evergreen Wealth Solutions first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Evergreen Wealth Solutions's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.06M in Q4 2025.
  • 214 funds tracked by Wall St. Rank held iShares 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.