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Advisors Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Advisors Capital 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 		$21M Buy
408,723
+26,609
+7% +$1.36M 0.22% 131
2026
Q1 		$19.6M Buy
382,114
+27,471
+8% +$1.42M 0.23% 131
2025
Q4 		$18.4M Buy
354,643
+25,013
+8% +$1.3M 0.22% 127
2025
Q3 		$17.2M Buy
329,630
+29,119
+10% +$1.5M 0.21% 127
2025
Q2 		$15.5M Buy
300,511
+44,427
+17% +$2.25M 0.21% 124
2025
Q1 		$13.1M Sell
256,084
-48,499
-16% -$2.46M 0.2% 131
2024
Q4 		$15.3M Buy
304,583
+29,200
+11% +$1.5M 0.24% 122
2024
Q3 		$14.5M Buy
275,383
+11,606
+4% +$599K 0.24% 122
2024
Q2 		$13.2M Buy
263,777
+27,477
+12% +$1.37M 0.23% 124
2024
Q1 		$12M Buy
+236,300
New +$12M 0.22% 128
2021
Q4 		– Sell
-8,669
Closed -$521K – 442
2021
Q3 		$521K Buy
8,669
+5,162
+147% +$314K 0.02% 295
2021
Q2 		$212K Buy
+3,507
New +$209K 0.01% 372

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

Advisors Capital Management's USIG Position: Q2 2026 in Review

Advisors Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7% in Q2 2026, buying an estimated $1.36M and bringing the position to 408,723 shares worth $21M. The position accounts for 0.22% of the portfolio, ranked #131.

Advisors Capital Management first reported a position in USIG in Q2 2021 and has held it in 12 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Advisors Capital Management held 408,723 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $21M as of Q2 2026.
  • Advisors Capital Management bought 26,609 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.22% of Advisors Capital Management's portfolio in Q2 2026, its #131 holding.
  • Advisors Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 12 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.