Cerity Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cerity Partners’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	$442K	Sell	8,624 -1,876	-18%	-$96.1K	﹤0.01%	2512
2026 Q1	$538K	Sell	10,500 -2,735	-21%	-$142K	﹤0.01%	2244
2025 Q4	$685K	Sell	13,235 -402	-3%	-$20.9K	﹤0.01%	1908
2025 Q3	$712K	Sell	13,637 -1,935	-12%	-$99.8K	﹤0.01%	1765
2025 Q2	$801K	Sell	15,572 -119,134	-88%	-$6.02M	﹤0.01%	1621
2025 Q1	$6.88M	Sell	134,706 -115,098	-46%	-$5.83M	0.01%	619
2024 Q4	$12.6M	Sell	249,804 -4,105	-2%	-$210K	0.03%	425
2024 Q3	$13.4M	Sell	253,909 -13,933	-5%	-$719K	0.03%	413
2024 Q2	$13.4M	Sell	267,842 -58,784	-18%	-$2.94M	0.04%	352
2024 Q1	$16.6M	Buy	326,626 +6,545	+2%	+$331K	0.04%	335
2023 Q4	$16.4M	Sell	320,081 -649	-0.2%	-$31.7K	0.05%	282
2023 Q3	$15.4M	Sell	320,730 -41,323	-11%	-$2.03M	0.08%	229
2023 Q2	$18.1M	Buy	362,053 +349,111	+2,698%	+$17.5M	0.07%	243
2023 Q1	$656K	Buy	+12,942	New	+$650K	﹤0.01%	1164

Other funds holding USIG

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cerity Partners's USIG Position: Q2 2026 in Review

Cerity Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 18% in Q2 2026, selling an estimated $96.1K and leaving 8,624 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Cerity Partners first reported a position in USIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.1M in Q2 2023. 452 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Cerity Partners held 8,624 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $442K as of Q2 2026.
Cerity Partners sold 1,876 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $96.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2512 holding.
Cerity Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Cerity Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $18.1M in Q2 2023.
452 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.