BankPlus Trust Department’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

BankPlus Trust Department’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	$14.1K	Hold	274	–	–	﹤0.01%	374
2026 Q1	$14K	Hold	274	–	–	﹤0.01%	351
2025 Q4	$14.2K	Hold	274	–	–	﹤0.01%	349
2025 Q3	$14.3K	Hold	274	–	–	﹤0.01%	343
2025 Q2	$14.1K	Hold	274	–	–	﹤0.01%	335
2025 Q1	$14K	Hold	274	–	–	﹤0.01%	334
2024 Q4	$13.8K	Buy	+274	New	+$14K	﹤0.01%	317

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

BankPlus Trust Department's USIG Position: Q2 2026 in Review

BankPlus Trust Department held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 274 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

BankPlus Trust Department first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.3K in Q3 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

BankPlus Trust Department held 274 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $14.1K as of Q2 2026.
BankPlus Trust Department left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #374 holding.
BankPlus Trust Department first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.3K 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 BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.