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 Q2	$21.9M	Sell	426,139 -29	-0%	-$1.49K	2.62%	8
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 $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blue Edge Capital's USIG Position: Q2 2026 in Review

Blue Edge Capital reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.01% in Q2 2026, selling an estimated $1.49K and leaving 426,139 shares worth $21.9M. The position accounts for 2.62% of the portfolio, ranked #8.

Blue Edge Capital first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Blue Edge Capital held 426,139 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $21.9M as of Q2 2026.
Blue Edge Capital sold 29 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.49K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.62% of Blue Edge Capital's portfolio in Q2 2026, its #8 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 8 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.