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Csenge Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Csenge Advisory 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 		$1.08M Buy
21,129
+1,449
+7% +$74.2K 0.04% 303
2026
Q1 		$1.01M Buy
19,680
+1,622
+9% +$84K 0.05% 296
2025
Q4 		$935K Buy
18,058
+683
+4% +$35.6K 0.04% 317
2025
Q3 		$907K Buy
17,375
+1,552
+10% +$80.1K 0.04% 310
2025
Q2 		$803K Buy
15,823
+2,876
+22% +$145K 0.04% 311
2025
Q1 		$651K Sell
12,947
-19,275
-60% -$977K 0.04% 337
2024
Q4 		$1.62M Buy
32,222
+568
+2% +$29.1K 0.09% 183
2024
Q3 		$1.64M Sell
31,654
-941
-3% -$48.6K 0.09% 180
2024
Q2 		$1.64M Sell
32,595
-1,279
-4% -$64K 0.09% 167
2024
Q1 		$1.72M Buy
33,874
+2,726
+9% +$138K 0.1% 165
2023
Q4 		$1.6M Buy
31,148
+5,149
+20% +$251K 0.1% 171
2023
Q3 		$1.25M Buy
25,999
+3,984
+18% +$196K 0.09% 183
2023
Q2 		$1.1M Buy
22,015
+960
+5% +$48.2K 0.07% 199
2023
Q1 		$1.07M Buy
+21,055
New +$1.06M 0.08% 195
2022
Q2 		– Sell
-19,108
Closed -$1.05M – 684
2022
Q1 		$1.05M Buy
+19,108
New +$1.08M 0.08% 205
2021
Q4 		– Sell
-26,758
Closed -$1.61M – 614
2021
Q3 		$1.61M Buy
+26,758
New +$1.63M 0.14% 131
2021
Q1 		– Sell
-13,353
Closed -$827K – 523
2020
Q4 		$827K Sell
13,353
-1,730
-11% -$106K 0.1% 156
2020
Q3 		$913K Buy
+15,083
New +$924K 0.13% 138

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Csenge Advisory Group's USIG Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.4% in Q2 2026, buying an estimated $74.2K and bringing the position to 21,129 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #303.

Csenge Advisory Group first reported a position in USIG in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Csenge Advisory Group held 21,129 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.08M as of Q2 2026.
  • Csenge Advisory Group bought 1,449 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $74.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #303 holding.
  • Csenge Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • Csenge Advisory Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.72M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.