Bay Harbor Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bay Harbor 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 Q2	$34.4K	Buy	671 +73	+12%	+$3.74K	0.01%	165
2026 Q1	$30.6K	Buy	598 +135	+29%	+$6.99K	0.01%	138
2025 Q4	$24K	Buy	+463	New	+$24.1K	0.01%	127

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

Bay Harbor Wealth Management's USIG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q2 2026, buying an estimated $3.74K and bringing the position to 671 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #165.

Bay Harbor Wealth Management first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Bay Harbor Wealth Management held 671 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $34.4K as of Q2 2026.
Bay Harbor Wealth Management bought 73 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.74K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #165 holding.
Bay Harbor Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.