Essex Savings Bank’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Essex Savings Bank’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	$210K	Buy	4,094 +101	+3%	+$5.17K	0.05%	307
2026 Q1	$205K	Buy	+3,993	New	+$207K	0.05%	299
2025 Q3	–	Sell	-4,055	Closed	-$209K	–	321
2025 Q2	$209K	Sell	4,055 -104	-3%	-$5.26K	0.05%	298
2025 Q1	$212K	Sell	4,159 -162	-4%	-$8.21K	0.05%	281
2024 Q4	$217K	Buy	4,321 +57	+1%	+$2.92K	0.05%	275
2024 Q3	$224K	Sell	4,264 -37	-0.9%	-$1.91K	0.06%	264
2024 Q2	$216K	Buy	+4,301	New	+$215K	0.06%	245

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

Essex Savings Bank's USIG Position: Q2 2026 in Review

Essex Savings Bank increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.5% in Q2 2026, buying an estimated $5.17K and bringing the position to 4,094 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #307.

Essex Savings Bank first reported a position in USIG in Q2 2024 and has held it in 7 quarters since. The position peaked at $224K in Q3 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Essex Savings Bank held 4,094 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
Essex Savings Bank bought 101 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.17K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #307 holding.
Essex Savings Bank first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Essex Savings Bank's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $224K in Q3 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.