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

Flagship Harbor 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 Q1	–	Sell	-387	Closed	-$20.1K	–	2118
2025 Q4	$20.1K	Buy	+387	New	+$20.2K	﹤0.01%	1327
2020 Q4	–	Sell	-39	Closed	-$2K	–	1703
2020 Q3	$2K	Hold	39	–	–	﹤0.01%	1761
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	1852
2020 Q1	$2K	Hold	39	–	–	﹤0.01%	1680
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	1743
2019 Q3	$2K	Buy	+39	New	+$2.25K	﹤0.01%	1705

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Flagship Harbor Advisors's USIG Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 387 shares — an estimated $20.1K sold.

Flagship Harbor Advisors first reported a position in USIG in Q3 2019 and held it in 6 quarters. The position peaked at $20.1K in Q4 2025. 457 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 387 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $20.1K.
Flagship Harbor Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Flagship Harbor Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $20.1K in Q4 2025.
457 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.