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 Q2	$1K	Hold	20	–	–	﹤0.01%	820
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 $1.55T 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

Coston McIsaac & Partners's USIG Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Coston McIsaac & Partners first reported a position in USIG in Q1 2025 and has held it in 4 quarters since. The position peaked at $16K in Q4 2025. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Coston McIsaac & Partners held 20 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1K as of Q2 2026.
Coston McIsaac & Partners left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #820 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 4 quarters since.
Coston McIsaac & Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16K in Q4 2025.
469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.