Foster Dykema Cabot & Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Foster Dykema Cabot & Partners’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	$18.1K	Hold	354	–	–	﹤0.01%	237
2025 Q4	$18.3K	Sell	354 -22	-6%	-$1.15K	﹤0.01%	246
2025 Q3	$19.6K	Hold	376	–	–	﹤0.01%	304
2025 Q2	$19.3K	Hold	376	–	–	﹤0.01%	258
2025 Q1	$19.2K	Sell	376 -154	-29%	-$7.8K	﹤0.01%	253
2024 Q4	$26.6K	Sell	530 -1,201	-69%	-$61.5K	﹤0.01%	243
2024 Q3	$91K	Buy	1,731 +150	+9%	+$7.74K	0.01%	174
2024 Q2	$79.4K	Buy	1,581 +131	+9%	+$6.55K	0.01%	157
2024 Q1	$73.6K	Buy	1,450 +1,290	+806%	+$65.3K	0.01%	161
2023 Q4	$8.2K	Buy	+160	New	+$7.81K	﹤0.01%	226

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Foster Dykema Cabot & Partners's USIG Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 354 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Foster Dykema Cabot & Partners first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $91K in Q3 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Foster Dykema Cabot & Partners held 354 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.1K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #237 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $91K in Q3 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.