GLOBALT Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

GLOBALT Investments’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	$2.43M	Sell	47,312 -2,481	-5%	-$127K	0.08%	110
2026 Q1	$2.55M	Sell	49,793 -345	-0.7%	-$17.9K	0.09%	108
2025 Q4	$2.6M	Sell	50,138 -902	-2%	-$47K	0.09%	105
2025 Q3	$2.67M	Sell	51,040 -2,919	-5%	-$151K	0.1%	105
2025 Q2	$2.78M	Sell	53,959 -6,158	-10%	-$311K	0.11%	105
2025 Q1	$3.07M	Buy	60,117 +35,464	+144%	+$1.8M	0.13%	100
2024 Q4	$1.24M	Sell	24,653 -710	-3%	-$36.4K	0.05%	133
2024 Q3	$1.33M	Sell	25,363 -629	-2%	-$32.5K	0.05%	131
2024 Q2	$1.31M	Sell	25,992 -2,928	-10%	-$146K	0.05%	130
2024 Q1	$1.47M	Buy	+28,920	New	+$1.46M	0.06%	131

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

GLOBALT Investments's USIG Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5% in Q2 2026, selling an estimated $127K and leaving 47,312 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #110.

GLOBALT Investments first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.07M in Q1 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

GLOBALT Investments held 47,312 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.43M as of Q2 2026.
GLOBALT Investments sold 2,481 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $127K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of GLOBALT Investments's portfolio in Q2 2026, its #110 holding.
GLOBALT Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
GLOBALT Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.07M in Q1 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.