Canton Hathaway’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Canton Hathaway’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	$25.1K	Buy	+490	New	+$25.1K	﹤0.01%	267
2023 Q4	–	Sell	-430	Closed	-$21K	–	251
2023 Q3	$21K	Hold	430	–	–	0.01%	221
2023 Q2	$22K	Hold	430	–	–	0.01%	220
2023 Q1	$22K	Sell	430 -42	-9%	-$2.11K	0.01%	222
2022 Q4	$23K	Hold	472	–	–	0.01%	222
2022 Q3	$23K	Hold	472	–	–	0.01%	207
2022 Q2	$24K	Buy	+472	New	+$24.6K	0.01%	231
2022 Q1	–	Sell	-472	Closed	-$28K	–	292
2021 Q4	$28K	Sell	472 -24	-5%	-$1.44K	0.01%	249
2021 Q3	$30K	Hold	496	–	–	0.01%	236
2021 Q2	$30K	Buy	496 +322	+185%	+$19.2K	0.01%	189
2021 Q1	$10K	Buy	174 +66	+61%	+$3.98K	﹤0.01%	236
2020 Q4	$7K	Buy	+108	New	+$6.61K	﹤0.01%	221

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

Canton Hathaway's USIG Position: Q2 2026 in Review

Canton Hathaway opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 490 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Canton Hathaway previously reported a position in USIG as recently as Q3 2023.

Canton Hathaway first reported a position in USIG in Q4 2020 and has held it in 12 quarters since. The position peaked at $30K in Q3 2021. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Canton Hathaway held 490 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $25.1K as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Canton Hathaway position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Canton Hathaway's portfolio in Q2 2026, its #267 holding.
Canton Hathaway first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Canton Hathaway's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $30K in Q3 2021.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Canton Hathaway's 13F filing for Q2 2026, filed 6 Aug 2026.