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

Croban’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	$686K	Sell	13,399 -2,841	-17%	-$147K	0.32%	59
2025 Q4	$841K	Sell	16,240 -741	-4%	-$38.6K	0.41%	56
2025 Q3	$887K	Sell	16,981 -1,237	-7%	-$63.8K	0.59%	54
2025 Q2	$937K	Sell	18,218 -888	-5%	-$44.9K	0.8%	54
2025 Q1	$976K	Sell	19,106 -7,616	-29%	-$386K	0.9%	51
2024 Q4	$1.34M	Buy	+26,722	New	+$1.37M	1.32%	23
2023 Q4	$1.34M	Buy	+26,722	New	+$1.3M	1.33%	23

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 $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Croban's USIG Position: Q1 2026 in Review

Croban reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 17% in Q1 2026, selling an estimated $147K and leaving 13,399 shares worth $686K. The position accounts for 0.32% of the portfolio, ranked #59.

Croban first reported a position in USIG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2024. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Croban held 13,399 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $686K as of Q1 2026.
Croban sold 2,841 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $147K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.32% of Croban's portfolio in Q1 2026, its #59 holding.
Croban first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Croban's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.34M in Q4 2024.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.