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WELLINGTON-ALTUS USA INC.’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$25.6K Hold
500
– – 0.02% 451
2026
Q1 		$25.6K Hold
500
– – 0.02% 469
2025
Q4 		$25.9K Buy
+500
New +$26K 0.02% 434

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TWIM
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UBS AM
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AssetMark Inc
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Truist Financial
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TCIIS
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BlackRock
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WELLINGTON-ALTUS USA INC.'s USIG Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 500 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #451.

WELLINGTON-ALTUS USA INC. first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.9K in Q4 2025. 467 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 500 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $25.6K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #451 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $25.9K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.