Bartlett & Co Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bartlett & Co Wealth 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	$5.7M	Sell	111,343 -26,565	-19%	-$1.38M	0.07%	133
2025 Q4	$7.14M	Sell	137,908 -19,342	-12%	-$1.01M	0.09%	120
2025 Q3	$8.21M	Sell	157,250 -119,099	-43%	-$6.14M	0.11%	115
2025 Q2	$14.2M	Buy	276,349 +28,389	+11%	+$1.43M	0.2%	83
2025 Q1	$12.7M	Buy	247,960 +26,730	+12%	+$1.35M	0.19%	90
2024 Q4	$11.1M	Buy	221,230 +19,777	+10%	+$1.01M	0.16%	98
2024 Q3	$10.6M	Buy	201,453 +36,838	+22%	+$1.9M	0.15%	100
2024 Q2	$8.27M	Buy	164,615 +25,809	+19%	+$1.29M	0.13%	106
2024 Q1	$7.05M	Buy	138,806 +45,120	+48%	+$2.28M	0.11%	117
2023 Q4	$4.81M	Buy	+93,686	New	+$4.57M	0.08%	140
2023 Q1	–	Sell	-876	Closed	-$43K	–	1109
2022 Q4	$43K	Buy	+876	New	+$42.7K	﹤0.01%	604

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

Bartlett & Co Wealth Management's USIG Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 19% in Q1 2026, selling an estimated $1.38M and leaving 111,343 shares worth $5.7M. The position accounts for 0.07% of the portfolio, ranked #133.

Bartlett & Co Wealth Management first reported a position in USIG in Q4 2022 and has held it in 11 quarters since. The position peaked at $14.2M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Bartlett & Co Wealth Management held 111,343 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.7M as of Q1 2026.
Bartlett & Co Wealth Management sold 26,565 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.38M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #133 holding.
Bartlett & Co Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.2M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.