BTI
USIG icon

Blue Trust Inc’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Blue Trust 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 		$144K Buy
2,806
+449
+19% +$23K ﹤0.01% 899
2026
Q1 		$121K Buy
2,357
+773
+49% +$40K ﹤0.01% 944
2025
Q4 		$82K Buy
1,584
+67
+4% +$3.49K ﹤0.01% 1154
2025
Q3 		$79.2K Buy
1,517
+54
+4% +$2.79K ﹤0.01% 1174
2025
Q2 		$75.2K Buy
1,463
+374
+34% +$18.9K ﹤0.01% 1179
2025
Q1 		$55.6K Buy
1,089
+65
+6% +$3.29K ﹤0.01% 1296
2024
Q4 		$51.5K Sell
1,024
-339
-25% -$17.4K ﹤0.01% 1287
2024
Q3 		$68.5K Buy
1,363
+384
+39% +$19.8K ﹤0.01% 1431
2024
Q2 		$49.7K Hold
979
– – ﹤0.01% 1253
2024
Q1 		$49.7K Sell
979
-115
-11% -$5.82K ﹤0.01% 923
2023
Q4 		$52K Buy
1,094
+1,054
+2,635% +$51.4K ﹤0.01% 923
2023
Q3 		$2K Buy
40
+1
+3% +$49 ﹤0.01% 1857
2023
Q2 		$2K Buy
+39
New +$1.96K ﹤0.01% 1767
2023
Q1 		– Sell
-11
Closed -$1K – 2650
2022
Q4 		$1K Buy
11
+5
+83% +$244 ﹤0.01% 2148
2022
Q3 		$0 Buy
+6
New +$306 ﹤0.01% 2337

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blue Trust Inc's USIG Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 19% in Q2 2026, buying an estimated $23K and bringing the position to 2,806 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Blue Trust Inc first reported a position in USIG in Q3 2022 and has held it in 15 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Blue Trust Inc held 2,806 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $144K as of Q2 2026.
  • Blue Trust Inc bought 449 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #899 holding.
  • Blue Trust Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.