Clearstead Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Clearstead Trust’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	–	Sell	-51	Closed	-$2.61K	–	1023
2026 Q1	$2.61K	Hold	51	–	–	﹤0.01%	852
2025 Q4	$2.64K	Hold	51	–	–	﹤0.01%	867
2025 Q3	$2.66K	Hold	51	–	–	﹤0.01%	914
2025 Q2	$2.62K	Buy	+51	New	+$2.58K	﹤0.01%	886
2023 Q3	–	Sell	-1,000	Closed	-$50.7K	–	457
2023 Q2	$50.7K	Hold	1,000	–	–	0.02%	214
2023 Q1	$50.7K	Buy	+1,000	New	+$50.2K	0.02%	215

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

Clearstead Trust's USIG Position: Q2 2026 in Review

Clearstead Trust sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 51 shares — an estimated $2.61K sold.

Clearstead Trust first reported a position in USIG in Q1 2023 and held it in 6 quarters. The position peaked at $50.7K in Q2 2023. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Clearstead Trust reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 51 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.61K.
Clearstead Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Clearstead Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $50.7K in Q2 2023.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.