Crestwood Advisors Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Crestwood Advisors Group’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	$37M	Buy	721,501 +73,522	+11%	+$3.77M	0.55%	48
2026 Q1	$33.2M	Sell	647,979 -2,136	-0.3%	-$111K	0.56%	49
2025 Q4	$33.7M	Buy	650,115 +112,916	+21%	+$5.88M	0.56%	52
2025 Q3	$28.1M	Buy	537,199 +81,924	+18%	+$4.23M	0.48%	64
2025 Q2	$23.4M	Buy	455,275 +18,599	+4%	+$940K	0.42%	69
2025 Q1	$22.3M	Buy	436,676 +29,197	+7%	+$1.48M	0.42%	68
2024 Q4	$20.5M	Buy	407,479 +119,598	+42%	+$6.13M	0.38%	68
2024 Q3	$15.1M	Buy	287,881 +84,561	+42%	+$4.36M	0.29%	74
2024 Q2	$10.2M	Buy	203,320 +29,929	+17%	+$1.5M	0.21%	88
2024 Q1	$8.8M	Buy	173,391 +70,040	+68%	+$3.55M	0.19%	93
2023 Q4	$5.3M	Buy	+103,351	New	+$5.04M	0.12%	118

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

Crestwood Advisors Group's USIG Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q2 2026, buying an estimated $3.77M and bringing the position to 721,501 shares worth $37M. The position accounts for 0.55% of the portfolio, ranked #48.

Crestwood Advisors Group first reported a position in USIG in Q4 2023 and has held it in 11 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Crestwood Advisors Group held 721,501 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $37M as of Q2 2026.
Crestwood Advisors Group bought 73,522 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.77M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.55% of Crestwood Advisors Group's portfolio in Q2 2026, its #48 holding.
Crestwood Advisors Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.