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Cheviot Value Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cheviot Value 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
Q1 		$19.9K Hold
389
– – ﹤0.01% 255
2025
Q4 		$20.2K Hold
389
– – ﹤0.01% 254
2025
Q3 		$20.5K Hold
389
– – ﹤0.01% 269
2025
Q2 		$20K Hold
389
– – ﹤0.01% 245
2025
Q1 		$19.6K Buy
+389
New +$19.7K ﹤0.01% 239

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cheviot Value Management's USIG Position: Q1 2026 in Review

Cheviot Value Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 389 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Cheviot Value Management first reported a position in USIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $20.5K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Cheviot Value Management held 389 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $19.9K as of Q1 2026.
  • Cheviot Value Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #255 holding.
  • Cheviot Value Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $20.5K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.