CP
USIG icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cumberland Partners's USIG Position: Q1 2026 in Review

Cumberland Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 16% in Q1 2026, buying an estimated $157K and bringing the position to 22,407 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #121.

Cumberland Partners first reported a position in USIG in Q3 2024 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Cumberland Partners held 22,407 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.15M as of Q1 2026.
  • Cumberland Partners bought 3,035 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $157K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.09% of Cumberland Partners's portfolio in Q1 2026, its #121 holding.
  • Cumberland Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.