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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return