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

Azimuth Capital Investment 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	$261K	Sell	5,088 -70	-1%	-$3.62K	0.01%	283
2025 Q4	$267K	Buy	5,158 +200	+4%	+$10.4K	0.01%	280
2025 Q3	$259K	Buy	4,958 +140	+3%	+$7.22K	0.01%	272
2025 Q2	$248K	Buy	4,818 +310	+7%	+$15.7K	0.01%	279
2025 Q1	$230K	Buy	4,508 +268	+6%	+$13.6K	0.01%	285
2024 Q4	$213K	Sell	4,240 -95	-2%	-$4.87K	0.01%	293
2024 Q3	$228K	Sell	4,335 -115	-3%	-$5.93K	0.01%	292
2024 Q2	$223K	Sell	4,450 -5	-0.1%	-$250	0.01%	293
2024 Q1	$226K	Sell	4,455 -410	-8%	-$20.8K	0.01%	290
2023 Q4	$249K	Buy	4,865 +480	+11%	+$23.4K	0.01%	280
2023 Q3	$211K	Sell	4,385 -1,476	-25%	-$72.6K	0.01%	285
2023 Q2	$294K	Sell	5,861 -20	-0.3%	-$1K	0.01%	276
2023 Q1	$298K	Buy	5,881 +1,530	+35%	+$76.9K	0.01%	272
2022 Q4	$214K	Buy	+4,351	New	+$212K	0.01%	299

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Azimuth Capital Investment Management's USIG Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.4% in Q1 2026, selling an estimated $3.62K and leaving 5,088 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #283.

Azimuth Capital Investment Management first reported a position in USIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $298K in Q1 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Azimuth Capital Investment Management held 5,088 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $261K as of Q1 2026.
Azimuth Capital Investment Management sold 70 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.62K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #283 holding.
Azimuth Capital Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Azimuth Capital Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $298K in Q1 2023.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.