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

Cumberland Partners’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	$1.23M	Buy	23,957 +1,550	+7%	+$79.4K	0.08%	115
2026 Q1	$1.15M	Buy	22,407 +3,035	+16%	+$157K	0.09%	121
2025 Q4	$1M	Buy	19,372 +1,265	+7%	+$65.9K	0.06%	135
2025 Q3	$946K	Buy	18,107 +1,397	+8%	+$72.1K	0.06%	133
2025 Q2	$860K	Buy	16,710 +4,135	+33%	+$209K	0.06%	140
2025 Q1	$642K	Buy	12,575 +1,605	+15%	+$81.3K	0.05%	144
2024 Q4	$552K	Buy	10,970 +3,890	+55%	+$199K	0.04%	146
2024 Q3	$372K	Buy	+7,080	New	+$365K	0.03%	160

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

Cumberland Partners's USIG Position: Q2 2026 in Review

Cumberland Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 6.9% in Q2 2026, buying an estimated $79.4K and bringing the position to 23,957 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #115.

Cumberland Partners first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Cumberland Partners held 23,957 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.23M as of Q2 2026.
Cumberland Partners bought 1,550 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $79.4K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of Cumberland Partners's portfolio in Q2 2026, its #115 holding.
Cumberland Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.