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

Fort Washington 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	$1.79M	Sell	34,822 -488	-1%	-$25K	0.01%	275
2026 Q1	$1.81M	Sell	35,310 -1,344	-4%	-$69.6K	0.01%	272
2025 Q4	$1.9M	Sell	36,654 -1,930	-5%	-$101K	0.01%	267
2025 Q3	$2.01M	Hold	38,584	–	–	0.01%	254
2025 Q2	$1.98M	Buy	38,584 +4,539	+13%	+$229K	0.01%	255
2025 Q1	$1.74M	Hold	34,045	–	–	0.01%	257
2024 Q4	$1.71M	Hold	34,045	–	–	0.01%	255
2024 Q3	$1.79M	Buy	34,045 +8,355	+33%	+$431K	0.01%	252
2024 Q2	$1.29M	Hold	25,690	–	–	0.01%	279
2024 Q1	$1.3M	Hold	25,690	–	–	0.01%	280
2023 Q4	$1.32M	Buy	25,690 +6,025	+31%	+$294K	0.01%	266
2023 Q3	$945K	Buy	19,665 +7,730	+65%	+$380K	0.01%	276
2023 Q2	$598K	Buy	+11,935	New	+$599K	﹤0.01%	299

Other funds holding USIG

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fort Washington Investment Advisors's USIG Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.4% in Q2 2026, selling an estimated $25K and leaving 34,822 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #275.

Fort Washington Investment Advisors first reported a position in USIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.01M in Q3 2025. 142 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Fort Washington Investment Advisors held 34,822 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.79M as of Q2 2026.
Fort Washington Investment Advisors sold 488 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #275 holding.
Fort Washington Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Fort Washington Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.01M in Q3 2025.
142 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.