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Evolution Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Evolution Wealth 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 		$8.4K Buy
164
+91
+125% +$4.71K 0.01% 543
2025
Q4 		$3.78K Hold
73
– – ﹤0.01% 578
2025
Q3 		$3.81K Buy
+73
New +$3.77K ﹤0.01% 464

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evolution Wealth Management's USIG Position: Q1 2026 in Review

Evolution Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 125% in Q1 2026, buying an estimated $4.71K and bringing the position to 164 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #543.

Evolution Wealth Management first reported a position in USIG in Q3 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Evolution Wealth Management held 164 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.4K as of Q1 2026.
  • Evolution Wealth Management bought 91 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.71K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #543 holding.
  • Evolution Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.