1900 Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

1900 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	$558K	Buy	10,887 +246	+2%	+$12.6K	0.03%	168
2026 Q1	$545K	Hold	10,641	–	–	0.04%	157
2025 Q4	$551K	Sell	10,641 -96	-0.9%	-$5K	0.04%	150
2025 Q3	$561K	Hold	10,737	–	–	0.04%	136
2025 Q2	$552K	Sell	10,737 -5	-0%	-$253	0.04%	129
2025 Q1	$549K	Buy	10,742 +5	+0%	+$253	0.05%	127
2024 Q4	$540K	Sell	10,737 -1,157	-10%	-$59.3K	0.05%	134
2024 Q3	$625K	Sell	11,894 -2,110	-15%	-$109K	0.05%	126
2024 Q2	$703K	Sell	14,004 -12,032	-46%	-$602K	0.07%	115
2024 Q1	$1.32M	Sell	26,036 -32,433	-55%	-$1.64M	0.12%	90
2023 Q4	$3M	Sell	58,469 -52,639	-47%	-$2.57M	0.28%	70
2023 Q3	$5.34M	Sell	111,108 -26,413	-19%	-$1.3M	0.53%	50
2023 Q2	$6.89M	Sell	137,521 -4,341	-3%	-$218K	0.71%	38
2023 Q1	$7.03M	Buy	141,862 +1,032	+0.7%	+$51.8K	0.76%	35
2022 Q4	$6.92M	Sell	140,830 -4,265	-3%	-$208K	0.75%	35
2022 Q3	$6.97M	Sell	145,095 -2,932	-2%	-$149K	0.82%	31
2022 Q2	$7.54M	Sell	148,027 -28,036	-16%	-$1.46M	0.82%	31
2022 Q1	$9.69M	Sell	176,063 -48,901	-22%	-$2.78M	0.92%	25
2021 Q4	$13.4M	Sell	224,964 -144,317	-39%	-$8.66M	1.22%	22
2021 Q3	$22.2M	Sell	369,281 -152,799	-29%	-$9.31M	2.15%	12
2021 Q2	$31.6M	Buy	522,080 +120,547	+30%	+$7.2M	3.03%	9
2021 Q1	$23.7M	Buy	401,533 +192,037	+92%	+$11.6M	1.79%	11
2020 Q4	$13M	Buy	+209,496	New	+$12.8M	1.52%	16

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

1900 Wealth Management's USIG Position: Q2 2026 in Review

1900 Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.3% in Q2 2026, buying an estimated $12.6K and bringing the position to 10,887 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #168.

1900 Wealth Management first reported a position in USIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.6M in Q2 2021. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

1900 Wealth Management held 10,887 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $558K as of Q2 2026.
1900 Wealth Management bought 246 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #168 holding.
1900 Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $31.6M in Q2 2021.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.