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

Chicago Partners Investment Group’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	$310K	Buy	6,171 +71	+1%	+$3.64K	0.01%	1229
2026 Q1	$315K	Buy	6,100 +137	+2%	+$7.09K	0.01%	1114
2025 Q4	$310K	Hold	5,963	–	–	0.01%	1014
2025 Q3	$314K	Hold	5,963	–	–	0.01%	920
2025 Q2	$305K	Hold	5,963	–	–	0.01%	827
2025 Q1	$301K	Sell	5,963 -67	-1%	-$3.39K	0.01%	687
2024 Q4	$302K	Hold	6,030	–	–	0.01%	653
2024 Q3	$309K	Hold	6,030	–	–	0.01%	615
2024 Q2	$307K	Hold	6,030	–	–	0.01%	586
2024 Q1	$299K	Buy	6,030 +48	+0.8%	+$2.43K	0.01%	568
2023 Q4	$303K	Buy	+5,982	New	+$292K	0.01%	541
2017 Q3	–	Sell	-1,470	Closed	-$80K	–	980
2017 Q2	$80K	Buy	+1,470	New	+$81.6K	0.02%	308

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

Chicago Partners Investment Group's USIG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.2% in Q2 2026, buying an estimated $3.64K and bringing the position to 6,171 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1229.

Chicago Partners Investment Group first reported a position in USIG in Q2 2017 and has held it in 12 quarters since. The position peaked at $315K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Chicago Partners Investment Group held 6,171 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $310K as of Q2 2026.
Chicago Partners Investment Group bought 71 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.64K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1229 holding.
Chicago Partners Investment Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 12 quarters since.
Chicago Partners Investment Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $315K in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.