Blue Edge Capital’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Blue Edge Capital’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	$21.8M	Buy	426,168 +14,314	+3%	+$741K	2.9%	9
2025 Q4	$21.3M	Buy	411,854 +31,943	+8%	+$1.66M	2.85%	9
2025 Q3	$19.8M	Buy	379,911 +25,905	+7%	+$1.34M	2.82%	9
2025 Q2	$18.2M	Sell	354,006 -8,630	-2%	-$436K	2.71%	9
2025 Q1	$18.5M	Sell	362,636 -172	-0%	-$8.71K	2.97%	9
2024 Q4	$18.2M	Sell	362,808 -7,176	-2%	-$368K	2.87%	9
2024 Q3	$19.5M	Buy	+369,984	New	+$19.1M	3.03%	8

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

Blue Edge Capital's USIG Position: Q1 2026 in Review

Blue Edge Capital increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.5% in Q1 2026, buying an estimated $741K and bringing the position to 426,168 shares worth $21.8M. The position accounts for 2.9% of the portfolio, ranked #9.

Blue Edge Capital first reported a position in USIG in Q3 2024 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Blue Edge Capital held 426,168 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $21.8M as of Q1 2026.
Blue Edge Capital bought 14,314 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $741K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.9% of Blue Edge Capital's portfolio in Q1 2026, its #9 holding.
Blue Edge Capital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.