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

Credential 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
2018
Q2 		$157K Hold
2,936
– – 0.04% 177
2018
Q1 		$160K Buy
2,936
+506
+21% +$27.8K 0.04% 178
2017
Q4 		$136K Hold
2,430
– – 0.03% 186
2017
Q3 		$136K Hold
2,430
– – 0.04% 181
2017
Q2 		$136K Buy
+2,430
New +$135K 0.04% 184

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credential Securities's USIG Position: Q2 2018 in Review

Credential Securities held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2018 at 2,936 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #177.

Credential Securities first reported a position in USIG in Q2 2017 and has held it in 5 quarters since. The position peaked at $160K in Q1 2018. 117 funds tracked by Wall St. Rank hold USIG as of Q2 2018.

  • Credential Securities held 2,936 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $157K as of Q2 2018.
  • Credential Securities left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2018.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Credential Securities's portfolio in Q2 2018, its #177 holding.
  • Credential Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 5 quarters since.
  • Credential Securities's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $160K in Q1 2018.
  • 117 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.