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

Alesco Advisors’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	$784K	Sell	15,295 -530	-3%	-$27.1K	0.02%	131
2026 Q1	$811K	Buy	+15,825	New	+$819K	0.02%	127
2023 Q3	–	Sell	-5,240	Closed	-$262K	–	175
2023 Q2	$262K	Hold	5,240	–	–	0.01%	151
2023 Q1	$265K	Hold	5,240	–	–	0.01%	147
2022 Q4	$257K	Hold	5,240	–	–	0.01%	150
2022 Q3	$252K	Buy	+5,240	New	+$267K	0.01%	132

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

Alesco Advisors's USIG Position: Q2 2026 in Review

Alesco Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q2 2026, selling an estimated $27.1K and leaving 15,295 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #131.

Alesco Advisors first reported a position in USIG in Q3 2022 and has held it in 6 quarters since. The position peaked at $811K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Alesco Advisors held 15,295 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $784K as of Q2 2026.
Alesco Advisors sold 530 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Alesco Advisors's portfolio in Q2 2026, its #131 holding.
Alesco Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 6 quarters since.
Alesco Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $811K in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.