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 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 $1.37T 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 $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Crestwood Advisors Group's USIG Position: Q1 2026 in Review

Crestwood Advisors Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.33% in Q1 2026, selling an estimated $111K and leaving 647,979 shares worth $33.2M. The position accounts for 0.56% of the portfolio, ranked #49.

Crestwood Advisors Group first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.7M in Q4 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Crestwood Advisors Group held 647,979 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $33.2M as of Q1 2026.
Crestwood Advisors Group sold 2,136 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $111K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.56% of Crestwood Advisors Group's portfolio in Q1 2026, its #49 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 10 quarters since.
Crestwood Advisors Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $33.7M in Q4 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.