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 Q3	$1.41M	Buy	29,032 +1,200	+4%	+$60.2K	﹤0.01%	902
2026 Q2	$1.43M	Sell	27,832 -295	-1%	-$15.1K	﹤0.01%	934
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Bessemer Group's USIG Position: Q3 2026 in Review

Bessemer Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.3% in Q3 2026, buying an estimated $60.2K and bringing the position to 29,032 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Bessemer Group first reported a position in USIG in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2026. 310 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Bessemer Group held 29,032 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.41M as of Q3 2026.
Bessemer Group bought 1,200 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $60.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #902 holding.
Bessemer Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Bessemer Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.44M in Q1 2026.
310 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.