Baird Financial Group
USIG icon

Baird Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Baird Financial Group’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 		$9.21M Sell
179,591
-6,151
-3% -$315K 0.01% 628
2026
Q1 		$9.52M Buy
185,742
+9,038
+5% +$468K 0.01% 576
2025
Q4 		$9.15M Buy
176,704
+53,898
+44% +$2.81M 0.01% 565
2025
Q3 		$6.41M Buy
122,806
+11,001
+10% +$568K 0.01% 665
2025
Q2 		$5.75M Buy
111,805
+4,598
+4% +$232K 0.01% 673
2025
Q1 		$5.48M Buy
107,207
+1,478
+1% +$74.9K 0.01% 656
2024
Q4 		$5.32M Buy
105,729
+533
+0.5% +$27.3K 0.01% 668
2024
Q3 		$5.53M Buy
105,196
+14,089
+15% +$727K 0.01% 650
2024
Q2 		$4.57M Buy
91,107
+959
+1% +$48K 0.01% 692
2024
Q1 		$4.58M Buy
90,148
+20,966
+30% +$1.06M 0.01% 685
2023
Q4 		$3.55M Buy
+69,182
New +$3.38M 0.01% 756
2022
Q4 		– Sell
-26,428
Closed -$1.27M – 1778
2022
Q3 		$1.27M Sell
26,428
-23,802
-47% -$1.21M ﹤0.01% 977
2022
Q2 		$2.56M Buy
50,230
+23,237
+86% +$1.21M 0.01% 766
2022
Q1 		$1.49M Buy
26,993
+542
+2% +$30.8K ﹤0.01% 998
2021
Q4 		$1.58M Sell
26,451
-873
-3% -$52.4K ﹤0.01% 1026
2021
Q3 		$1.64M Sell
27,324
-795
-3% -$48.4K ﹤0.01% 1011
2021
Q2 		$1.7M Buy
28,119
+2,927
+12% +$175K ﹤0.01% 991
2021
Q1 		$1.49M Sell
25,192
-52,202
-67% -$3.14M ﹤0.01% 993
2020
Q4 		$4.8M Buy
77,394
+56,053
+263% +$3.43M 0.01% 558
2020
Q3 		$1.3M Buy
+21,341
New +$1.31M ﹤0.01% 873

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

Baird Financial Group's USIG Position: Q2 2026 in Review

Baird Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q2 2026, selling an estimated $315K and leaving 179,591 shares worth $9.21M. The position accounts for 0.01% of the portfolio, ranked #628.

Baird Financial Group first reported a position in USIG in Q3 2020 and has held it in 20 quarters since. The position peaked at $9.52M in Q1 2026. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Baird Financial Group held 179,591 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $9.21M as of Q2 2026.
  • Baird Financial Group sold 6,151 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $315K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #628 holding.
  • Baird Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 20 quarters since.
  • Baird Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.52M in Q1 2026.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.