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Glassy Mountain Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Glassy Mountain 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 		$10M Buy
195,683
+7,335
+4% +$376K 2.75% 11
2026
Q1 		$9.65M Buy
188,348
+7,099
+4% +$368K 3% 11
2025
Q4 		$9.38M Buy
181,249
+6,514
+4% +$339K 2.84% 11
2025
Q3 		$9.12M Sell
174,735
-18,072
-9% -$932K 2.75% 11
2025
Q2 		$9.92M Buy
192,807
+2,052
+1% +$104K 3.19% 10
2025
Q1 		$9.74M Buy
190,755
+1,013
+0.5% +$51.3K 3.45% 8
2024
Q4 		$9.54M Buy
189,742
+15,931
+9% +$816K 3.27% 10
2024
Q3 		$9.14M Buy
173,811
+4,736
+3% +$244K 3.21% 11
2024
Q2 		$8.49M Buy
169,075
+3,359
+2% +$168K 3.15% 11
2024
Q1 		$8.41M Buy
165,716
+4,889
+3% +$248K 3.17% 12
2023
Q4 		$8.24M Buy
160,827
+43,221
+37% +$2.11M 3.4% 10
2023
Q3 		$5.6M Buy
117,606
+15,388
+15% +$757K 2.67% 16
2023
Q2 		$5.12M Buy
+102,218
New +$5.13M 2.28% 18
2023
Q1 		– Sell
-42,764
Closed -$2.1M – 203
2022
Q4 		$2.1M Buy
+42,764
New +$2.08M 1.16% 33
2022
Q2 		$1.77M Sell
34,717
-678
-2% -$35.3K 1.06% 36
2022
Q1 		$1.95M Buy
35,395
+3,378
+11% +$192K 1% 37
2021
Q4 		$1.91M Buy
+32,017
New +$1.92M 0.99% 34

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Glassy Mountain Advisors's USIG Position: Q2 2026 in Review

Glassy Mountain Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.9% in Q2 2026, buying an estimated $376K and bringing the position to 195,683 shares worth $10M. The position accounts for 2.75% of the portfolio, ranked #11.

Glassy Mountain Advisors first reported a position in USIG in Q4 2021 and has held it in 17 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Glassy Mountain Advisors held 195,683 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $10M as of Q2 2026.
  • Glassy Mountain Advisors bought 7,335 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $376K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 2.75% of Glassy Mountain Advisors's portfolio in Q2 2026, its #11 holding.
  • Glassy Mountain Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.