CIBC Private Wealth Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CIBC Private Wealth 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
2025 Q4	$244K	Sell	4,712 -620	-12%	-$32.3K	﹤0.01%	1109
2025 Q3	$278K	Buy	5,332 +1,323	+33%	+$68.3K	﹤0.01%	1039
2025 Q2	$206K	Buy	4,009 +156	+4%	+$7.88K	﹤0.01%	1119
2025 Q1	$192K	Sell	3,853 -112	-3%	-$5.67K	﹤0.01%	1092
2024 Q4	$198K	Sell	3,965 -3,790	-49%	-$194K	﹤0.01%	1157
2024 Q3	$408K	Buy	7,755 +2,237	+41%	+$115K	﹤0.01%	934
2024 Q2	$279K	Buy	5,518 +3,869	+235%	+$194K	﹤0.01%	979
2024 Q1	$82.8K	Buy	+1,649	New	+$83.5K	﹤0.01%	1473

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

CIBC Private Wealth Group's USIG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q4 2025, selling an estimated $32.3K and leaving 4,712 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

CIBC Private Wealth Group first reported a position in USIG in Q1 2024 and has held it in 8 quarters since. The position peaked at $408K in Q3 2024. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

CIBC Private Wealth Group held 4,712 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $244K as of Q4 2025.
CIBC Private Wealth Group sold 620 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $32.3K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1109 holding.
CIBC Private Wealth Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $408K in Q3 2024.
440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.