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

Evolution Wealth Management’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 		$3.35K Hold
63
– – ﹤0.01% 767
2026
Q1 		$3.35K Hold
63
– – ﹤0.01% 680
2025
Q4 		$3.39K Buy
63
+19
+43% +$1.03K ﹤0.01% 590
2025
Q3 		$2.38K Buy
+44
New +$2.35K ﹤0.01% 490

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

Evolution Wealth Management's IGIB Position: Q2 2026 in Review

Evolution Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 63 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Evolution Wealth Management first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.39K in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Evolution Wealth Management held 63 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.35K as of Q2 2026.
  • Evolution Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Evolution Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.39K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.