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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
Q2 		$8.41K Hold
164
– – ﹤0.01% 612
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Evolution Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 164 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Evolution Wealth Management first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Evolution Wealth Management held 164 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.41K as of Q2 2026.
  • Evolution Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #612 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 4 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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