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

Bessemer 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 Q1	$1.44M	Buy	28,127 +312	+1%	+$16.2K	﹤0.01%	878
2025 Q4	$1.44M	Buy	27,815 +13,002	+88%	+$677K	﹤0.01%	878
2025 Q3	$774K	Buy	+14,813	New	+$764K	﹤0.01%	726
2024 Q1	–	Sell	-115	Closed	-$6K	–	2212
2023 Q4	$6K	Buy	+115	New	+$5.61K	﹤0.01%	1735
2022 Q4	–	Sell	-11,363	Closed	-$554K	–	2158
2022 Q3	$546K	Buy	+11,363	New	+$579K	﹤0.01%	702
2021 Q1	–	Sell	-195	Closed	-$12K	–	1647
2020 Q4	$12K	Hold	195	–	–	﹤0.01%	1267
2020 Q3	$12K	Buy	+195	New	+$11.9K	﹤0.01%	1106
2019 Q1	–	Sell	-52	Closed	-$3K	–	1975
2018 Q4	$3K	Buy	+52	New	+$2.74K	﹤0.01%	1854

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bessemer Group's USIG Position: Q1 2026 in Review

Bessemer Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q1 2026, buying an estimated $16.2K and bringing the position to 28,127 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Bessemer Group first reported a position in USIG in Q4 2018 and has held it in 8 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Bessemer Group held 28,127 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.44M as of Q1 2026.
Bessemer Group bought 312 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $16.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #878 holding.
Bessemer Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 8 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.