Americana Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Americana Partners’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	$518K	Sell	10,101 -7,207	-42%	-$369K	0.01%	396
2026 Q1	$887K	Sell	17,308 -794,407	-98%	-$41.1M	0.02%	291
2025 Q4	$42M	Sell	811,715 -26,899	-3%	-$1.4M	1.15%	21
2025 Q3	$43.8M	Buy	838,614 +82,962	+11%	+$4.28M	1.32%	18
2025 Q2	$38.9M	Buy	755,652 +17,331	+2%	+$876K	1.34%	16
2025 Q1	$37.7M	Buy	738,321 +87,161	+13%	+$4.42M	1.46%	17
2024 Q4	$32.7M	Buy	651,160 +1,053	+0.2%	+$53.9K	1.34%	16
2024 Q3	$34.2M	Sell	650,107 -24,481	-4%	-$1.26M	2.32%	5
2024 Q2	$33.9M	Buy	674,588 +109,861	+19%	+$5.5M	2.66%	5
2024 Q1	$28.7M	Buy	564,727 +22,799	+4%	+$1.15M	2.39%	6
2023 Q4	$27.8M	Buy	541,928 +52,761	+11%	+$2.57M	2.65%	6
2023 Q3	$22M	Buy	489,167 +130,334	+36%	+$6.41M	2.38%	8
2023 Q2	$18M	Buy	+358,833	New	+$18M	2.31%	7
2020 Q1	–	Sell	-148	Closed	-$8K	–	471
2019 Q4	$8K	Buy	+148	New	+$8.61K	﹤0.01%	450

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

Americana Partners's USIG Position: Q2 2026 in Review

Americana Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 42% in Q2 2026, selling an estimated $369K and leaving 10,101 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #396.

Americana Partners first reported a position in USIG in Q4 2019 and has held it in 14 quarters since. The position peaked at $43.8M in Q3 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Americana Partners held 10,101 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $518K as of Q2 2026.
Americana Partners sold 7,207 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $369K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #396 holding.
Americana Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
Americana Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $43.8M in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.