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Cahaba Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cahaba Wealth Management’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 		$562K Buy
10,948
+129
+1% +$6.61K 0.03% 94
2026
Q1 		$554K Buy
10,819
+83
+0.8% +$4.3K 0.04% 89
2025
Q4 		$556K Buy
10,736
+166
+2% +$8.65K 0.04% 87
2025
Q3 		$552K Buy
10,570
+122
+1% +$6.29K 0.04% 89
2025
Q2 		$537K Buy
10,448
+120
+1% +$6.07K 0.04% 87
2025
Q1 		$528K Buy
10,328
+79
+0.8% +$4K 0.04% 87
2024
Q4 		$515K Buy
10,249
+154
+2% +$7.89K 0.04% 88
2024
Q3 		$531K Buy
10,095
+111
+1% +$5.73K 0.04% 87
2024
Q2 		$501K Buy
9,984
+110
+1% +$5.5K 0.04% 88
2024
Q1 		$501K Buy
9,874
+71
+0.7% +$3.59K 0.05% 86
2023
Q4 		$503K Buy
9,803
+139
+1% +$6.78K 0.05% 81
2023
Q3 		$465K Buy
9,664
+101
+1% +$4.97K 0.05% 82
2023
Q2 		$479K Buy
9,563
+92
+1% +$4.62K 0.05% 82
2023
Q1 		$480K Buy
9,471
+58
+0.6% +$2.91K 0.05% 81
2022
Q4 		$462K Buy
9,413
+110
+1% +$5.36K 0.06% 82
2022
Q3 		$447K Buy
9,303
+71
+0.8% +$3.62K 0.06% 81
2022
Q2 		$470K Buy
9,232
+43
+0.5% +$2.24K 0.07% 78
2022
Q1 		$478K Sell
9,189
-1,284
-12% -$72.9K 0.07% 86
2021
Q4 		$626K Buy
10,473
+78
+0.8% +$4.68K 0.08% 71
2021
Q3 		$624K Buy
10,395
+38
+0.4% +$2.31K 0.09% 65
2021
Q2 		$634K Sell
10,357
-722
-7% -$43.1K 0.1% 47
2021
Q1 		$654K Buy
11,079
+45
+0.4% +$2.71K 0.1% 49
2020
Q4 		$675K Sell
11,034
-5,356
-33% -$328K 0.11% 49
2020
Q3 		$996K Buy
16,390
+41
+0.3% +$2.51K 0.2% 40
2020
Q2 		$1.01M Sell
16,349
-8,207
-33% -$480K 0.21% 38
2020
Q1 		$1.38M Sell
24,556
-3,047
-11% -$177K 0.35% 31
2019
Q4 		$1.61M Buy
27,603
+350
+1% +$20.4K 0.36% 31
2019
Q3 		$1.59M Buy
27,253
+762
+3% +$44K 0.38% 30
2019
Q2 		$1.51M Buy
26,491
+1,817
+7% +$101K 0.38% 30
2019
Q1 		$1.36M Buy
24,674
+111
+0.5% +$5.99K 0.37% 30
2018
Q4 		$1.3M Buy
24,563
+779
+3% +$41.1K 0.4% 33
2018
Q3 		$1.27M Buy
23,784
+7,916
+50% +$425K 0.42% 26
2018
Q2 		$852K Buy
+15,868
New +$853K 0.3% 31

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

Cahaba Wealth Management's USIG Position: Q2 2026 in Review

Cahaba Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.2% in Q2 2026, buying an estimated $6.61K and bringing the position to 10,948 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #94.

Cahaba Wealth Management first reported a position in USIG in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.61M in Q4 2019. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Cahaba Wealth Management held 10,948 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $562K as of Q2 2026.
  • Cahaba Wealth Management bought 129 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.61K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Cahaba Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Cahaba Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Cahaba Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.61M in Q4 2019.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.