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

Aptus Capital 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	$36.3K	Buy	708 +558	+372%	+$28.6K	﹤0.01%	1428
2026 Q1	$7.68K	Sell	150 -121	-45%	-$6.26K	﹤0.01%	1521
2025 Q4	$14K	Sell	271 -495	-65%	-$25.8K	﹤0.01%	1458
2025 Q3	$40K	Sell	766 -100	-12%	-$5.16K	﹤0.01%	1263
2025 Q2	$44.5K	Buy	866 +4	+0.5%	+$202	﹤0.01%	1197
2025 Q1	$44K	Sell	862 -170	-16%	-$8.61K	﹤0.01%	1124
2024 Q4	$51.9K	Buy	1,032 +537	+108%	+$27.5K	﹤0.01%	1101
2024 Q3	$26K	Buy	495 +489	+8,150%	+$25.2K	﹤0.01%	1009
2024 Q2	$301	Sell	6 -545	-99%	-$27.3K	﹤0.01%	1148
2024 Q1	$28K	Buy	+551	New	+$27.9K	﹤0.01%	942

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

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

Aptus Capital Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 372% in Q2 2026, buying an estimated $28.6K and bringing the position to 708 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Aptus Capital Advisors first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.9K in Q4 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Aptus Capital Advisors held 708 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $36.3K as of Q2 2026.
Aptus Capital Advisors bought 558 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1428 holding.
Aptus Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $51.9K in Q4 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.