Benjamin Edwards Inc
USIG icon

Benjamin Edwards Inc’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Benjamin Edwards Inc’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 		$405K Sell
7,899
-803
-9% -$41.1K ﹤0.01% 1127
2026
Q1 		$446K Buy
8,702
+1,288
+17% +$66.7K ﹤0.01% 1038
2025
Q4 		$384K Buy
+7,414
New +$386K ﹤0.01% 1030

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TIAA Wealth Investment Management
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UBS AM
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
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TIAA-CREF Individual & Institutional Services
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Benjamin Edwards Inc's USIG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.2% in Q2 2026, selling an estimated $41.1K and leaving 7,899 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Benjamin Edwards Inc first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q1 2026. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Benjamin Edwards Inc held 7,899 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $405K as of Q2 2026.
  • Benjamin Edwards Inc sold 803 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $41.1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1127 holding.
  • Benjamin Edwards Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $446K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.