10Elms LLP’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

10Elms LLP’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	$2.22M	Buy	43,286 +5,957	+16%	+$308K	1.4%	22
2025 Q4	$1.93M	Sell	37,329 -379	-1%	-$19.7K	1.77%	16
2025 Q3	$1.97M	Sell	37,708 -405	-1%	-$20.9K	1.77%	15
2025 Q2	$1.96M	Buy	38,113 +1,260	+3%	+$63.7K	1.87%	15
2025 Q1	$1.88M	Buy	36,853 +1,818	+5%	+$92.1K	1.89%	15
2024 Q4	$1.76M	Buy	+35,035	New	+$1.79M	1.82%	15

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

10Elms LLP's USIG Position: Q1 2026 in Review

10Elms LLP increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 16% in Q1 2026, buying an estimated $308K and bringing the position to 43,286 shares worth $2.22M. The position accounts for 1.4% of the portfolio, ranked #22.

10Elms LLP first reported a position in USIG in Q4 2024 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

10Elms LLP held 43,286 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.22M as of Q1 2026.
10Elms LLP bought 5,957 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $308K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.4% of 10Elms LLP's portfolio in Q1 2026, its #22 holding.
10Elms LLP first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.