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 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 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

Glassy Mountain Advisors's USIG Position: Q1 2026 in Review

Glassy Mountain Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.9% in Q1 2026, buying an estimated $368K and bringing the position to 188,348 shares worth $9.65M. The position accounts for 3% of the portfolio, ranked #11.

Glassy Mountain Advisors first reported a position in USIG in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.92M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Glassy Mountain Advisors held 188,348 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $9.65M as of Q1 2026.
Glassy Mountain Advisors bought 7,099 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $368K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 3% of Glassy Mountain Advisors's portfolio in Q1 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 16 quarters since.
Glassy Mountain Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.92M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.