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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
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 		$23.7K 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
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

1900 Wealth Management's USIG Position: Q1 2026 in Review

1900 Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 10,641 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #157.

1900 Wealth Management first reported a position in USIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $31.6M in Q2 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • 1900 Wealth Management held 10,641 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $545K as of Q1 2026.
  • 1900 Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of 1900 Wealth Management's portfolio in Q1 2026, its #157 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 22 quarters since.
  • 1900 Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $31.6M in Q2 2021.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.