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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellwether Advisors's USIG Position: Q1 2026 in Review

Bellwether Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.8% in Q1 2026, selling an estimated $44.5K and leaving 29,916 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #86.

Bellwether Advisors first reported a position in USIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.18M in Q4 2020. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Bellwether Advisors held 29,916 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.53M as of Q1 2026.
  • Bellwether Advisors sold 860 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $44.5K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.26% of Bellwether Advisors's portfolio in Q1 2026, its #86 holding.
  • Bellwether Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.18M in Q4 2020.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.