GAFA
USIG icon

Garton & Associates Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Garton & Associates Financial 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
-510
Closed -$26.4K – 665
2025
Q4 		$26.4K Buy
+510
New +$26.6K 0.01% 545

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Garton & Associates Financial Advisors's USIG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 510 shares — an estimated $26.4K sold.

Garton & Associates Financial Advisors first reported a position in USIG in Q4 2025 and held it in 1 quarter. The position peaked at $26.4K in Q4 2025. 457 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 510 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $26.4K.
  • Garton & Associates Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $26.4K 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 Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.