Coston McIsaac & Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Coston McIsaac & Partners’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	$1K	Sell	20 -301	-94%	-$15.6K	﹤0.01%	806
2025 Q4	$16K	Buy	+321	New	+$16.7K	﹤0.01%	500
2025 Q2	–	Sell	-207	Closed	-$10K	–	835
2025 Q1	$10K	Buy	+207	New	+$10.5K	﹤0.01%	500

Other funds holding USIG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Coston McIsaac & Partners's USIG Position: Q1 2026 in Review

Coston McIsaac & Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 94% in Q1 2026, selling an estimated $15.6K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Coston McIsaac & Partners first reported a position in USIG in Q1 2025 and has held it in 3 quarters since. The position peaked at $16K in Q4 2025. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Coston McIsaac & Partners held 20 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1K as of Q1 2026.
Coston McIsaac & Partners sold 301 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #806 holding.
Coston McIsaac & Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
Coston McIsaac & Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16K in Q4 2025.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.