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

Edgemoor Investment Advisors’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 		$611K Sell
11,905
-1,650
-12% -$84.5K 0.04% 116
2026
Q1 		$694K Hold
13,555
– – 0.05% 108
2025
Q4 		$702K Hold
13,555
– – 0.05% 105
2025
Q3 		$708K Hold
13,555
– – 0.05% 118
2025
Q2 		$697K Buy
13,555
+250
+2% +$12.6K 0.06% 107
2025
Q1 		$680K Hold
13,305
– – 0.06% 104
2024
Q4 		$669K Hold
13,305
– – 0.06% 106
2024
Q3 		$700K Buy
13,305
+1,500
+13% +$77.4K 0.06% 104
2024
Q2 		$593K Buy
11,805
+750
+7% +$37.5K 0.06% 107
2024
Q1 		$561K Buy
11,055
+500
+5% +$25.3K 0.05% 108
2023
Q4 		$541K Buy
10,555
+4,250
+67% +$207K 0.06% 108
2023
Q3 		$303K Buy
+6,305
New +$310K 0.04% 126
2022
Q3 		– Sell
-4,255
Closed -$217K – 157
2022
Q2 		$217K Sell
4,255
-1,500
-26% -$78.1K 0.03% 148
2022
Q1 		$317K Sell
5,755
-153,215
-96% -$8.7M 0.03% 131
2021
Q4 		$9.5M Buy
158,970
+373
+0.2% +$22.4K 0.97% 36
2021
Q3 		$9.53M Sell
158,597
-29,326
-16% -$1.79M 1.09% 33
2021
Q2 		$11.4M Sell
187,923
-6,005
-3% -$359K 1.06% 35
2021
Q1 		$11.4M Sell
193,928
-1,872
-1% -$113K 1.15% 34
2020
Q4 		$12.1M Buy
195,800
+47,685
+32% +$2.92M 1.36% 23
2020
Q3 		$9M Buy
148,115
+57,750
+64% +$3.54M 1.11% 35
2020
Q2 		$5.46M Buy
+90,365
New +$5.29M 0.73% 42

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

Edgemoor Investment Advisors's USIG Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q2 2026, selling an estimated $84.5K and leaving 11,905 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #116.

Edgemoor Investment Advisors first reported a position in USIG in Q2 2020 and has held it in 21 quarters since. The position peaked at $12.1M in Q4 2020. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Edgemoor Investment Advisors held 11,905 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $611K as of Q2 2026.
  • Edgemoor Investment Advisors sold 1,650 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $84.5K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Edgemoor Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12.1M in Q4 2020.
  • 466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.