CAS
USIG icon

Coppell Advisory Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Coppell Advisory Solutions’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 		$1.67M Buy
+64
New +$3.28K 0.14% 132
2025
Q1 		– Sell
-2,120
Closed -$107K – 1791
2024
Q4 		$107K Sell
2,120
-108
-5% -$5.53K 0.01% 404
2024
Q3 		$117K Sell
2,228
-208
-9% -$10.7K 0.02% 366
2024
Q2 		$122K Buy
+2,436
New +$122K 0.02% 341
2023
Q4 		$99.5K Buy
+1,942
New +$94.8K 0.02% 366

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coppell Advisory Solutions's USIG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 64 shares worth $1.67M. The stake represents 0.14% of the portfolio and ranks #132 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in USIG as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in USIG in Q4 2023 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Coppell Advisory Solutions held 64 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.67M as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.14% of Coppell Advisory Solutions's portfolio in Q2 2026, its #132 holding.
  • Coppell Advisory Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.