BA
USIG icon

Bellwether Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bellwether Advisors’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 		$1.55M Buy
30,236
+320
+1% +$16.4K 0.23% 81
2026
Q1 		$1.53M Sell
29,916
-860
-3% -$44.5K 0.26% 86
2025
Q4 		$1.59M Buy
30,776
+850
+3% +$44.3K 0.25% 65
2025
Q3 		$1.56M Sell
29,926
-32
-0.1% -$1.65K 0.26% 75
2025
Q2 		$1.54M Sell
29,958
-224
-0.7% -$11.3K 0.26% 61
2025
Q1 		$1.54M Sell
30,182
-855
-3% -$43.3K 0.32% 53
2024
Q4 		$1.56M Sell
31,037
-396
-1% -$20.3K 0.28% 56
2024
Q3 		$1.65M Sell
31,433
-208
-0.7% -$10.7K 0.32% 56
2024
Q2 		$1.59M Sell
31,641
-2,013
-6% -$101K 0.33% 61
2024
Q1 		$1.71M Sell
33,654
-1,027
-3% -$52K 0.38% 59
2023
Q4 		$1.78M Sell
34,681
-889
-2% -$43.4K 0.44% 49
2023
Q3 		$1.71M Sell
35,570
-180
-0.5% -$8.86K 0.47% 45
2023
Q2 		$1.79M Sell
35,750
-2,276
-6% -$114K 0.53% 35
2023
Q1 		$1.93M Sell
38,026
-8,795
-19% -$442K 0.53% 44
2022
Q4 		$2.3M Sell
46,821
-38,744
-45% -$1.89M 0.67% 31
2022
Q3 		$4.11M Sell
85,565
-8,304
-9% -$423K 1.36% 16
2022
Q2 		$4.78M Sell
93,869
-12,276
-12% -$639K 1.54% 14
2022
Q1 		$5.84M Sell
106,145
-920
-0.9% -$52.2K 1.74% 15
2021
Q4 		$6.4M Sell
107,065
-3,037
-3% -$182K 1.99% 11
2021
Q3 		$6.62M Sell
110,102
-2,422
-2% -$148K 2.2% 10
2021
Q2 		$6.82M Sell
112,524
-12,411
-10% -$741K 2.35% 10
2021
Q1 		$7.38M Sell
124,935
-7,142
-5% -$430K 2.92% 8
2020
Q4 		$8.18M Buy
+132,077
New +$8.09M 3.6% 4

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

Bellwether Advisors's USIG Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q2 2026, buying an estimated $16.4K and bringing the position to 30,236 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #81.

Bellwether Advisors first reported a position in USIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.18M in Q4 2020. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Bellwether Advisors held 30,236 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.55M as of Q2 2026.
  • Bellwether Advisors bought 320 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.23% of Bellwether Advisors's portfolio in Q2 2026, its #81 holding.
  • Bellwether Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.18M in Q4 2020.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.