Burke & Herbert Bank & Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Burke & Herbert Bank & Trust’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	$688K	Buy	+13,412	New	+$687K	0.17%	127

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

Burke & Herbert Bank & Trust's USIG Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 13,412 shares worth $688K. The stake represents 0.17% of the portfolio and ranks #127 among its holdings.

463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Burke & Herbert Bank & Trust held 13,412 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $688K as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.17% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #127 holding.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.