Credential Qtrade Securities’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$183K	Hold	3,609	–	–	0.01%	238
2023 Q4	$185K	Hold	3,609	–	–	0.01%	227
2023 Q3	$173K	Hold	3,609	–	–	0.01%	222
2023 Q2	$181K	Hold	3,609	–	–	0.01%	227
2023 Q1	$183K	Hold	3,609	–	–	0.01%	231
2022 Q4	$177K	Hold	3,609	–	–	0.01%	238
2022 Q3	$173K	Hold	3,609	–	–	0.01%	221
2022 Q2	$184K	Sell	3,609 -76	-2%	-$3.96K	0.01%	230
2022 Q1	$203K	Hold	3,685	–	–	0.01%	244
2021 Q4	$220K	Hold	3,685	–	–	0.01%	240
2021 Q3	$221K	Hold	3,685	–	–	0.02%	235
2021 Q2	$223K	Hold	3,685	–	–	0.02%	236
2021 Q1	$218K	Hold	3,685	–	–	0.02%	220
2020 Q4	$228K	Hold	3,685	–	–	0.02%	193
2020 Q3	$224K	Hold	3,685	–	–	0.03%	183
2020 Q2	$223K	Hold	3,685	–	–	0.03%	173
2020 Q1	$206K	Hold	3,685	–	–	0.03%	151
2019 Q4	$215K	Hold	3,685	–	–	0.03%	156
2019 Q3	$215K	Hold	3,685	–	–	0.03%	149
2019 Q2	$210K	Buy	3,685 +386	+12%	+$21.4K	0.03%	149
2019 Q1	$182K	Hold	3,299	–	–	0.03%	168
2018 Q4	$175K	Buy	3,299 +363	+12%	+$19.1K	0.04%	156
2018 Q3	$157K	Buy	+2,936	New	+$158K	0.03%	174

Other funds holding USIG

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Credential Qtrade Securities's USIG Position: Q1 2024 in Review

Credential Qtrade Securities held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2024 at 3,609 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #238.

Credential Qtrade Securities first reported a position in USIG in Q3 2018 and has held it in 23 quarters since. The position peaked at $228K in Q4 2020. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

Credential Qtrade Securities held 3,609 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $183K as of Q1 2024.
Credential Qtrade Securities left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #238 holding.
Credential Qtrade Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 23 quarters since.
Credential Qtrade Securities's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $228K in Q4 2020.
378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.