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Bauman Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bauman Advisory 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 		$5.12M Buy
99,882
+14,839
+17% +$760K 2.71% 14
2026
Q1 		$4.36M Buy
85,043
+48,309
+132% +$2.5M 3.05% 11
2025
Q4 		$1.9M Buy
+36,734
New +$1.91M 1.53% 13

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

Bauman Advisory Group's USIG Position: Q2 2026 in Review

Bauman Advisory Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 17% in Q2 2026, buying an estimated $760K and bringing the position to 99,882 shares worth $5.12M. The position accounts for 2.71% of the portfolio, ranked #14.

Bauman Advisory Group first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Bauman Advisory Group held 99,882 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.12M as of Q2 2026.
  • Bauman Advisory Group bought 14,839 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $760K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 2.71% of Bauman Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Bauman Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.