Gotham Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Gotham Asset Management’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	$1.23M	Buy	23,924 +4,609	+24%	+$236K	﹤0.01%	1305
2026 Q1	$990K	Buy	19,315 +10,717	+125%	+$555K	﹤0.01%	1310
2025 Q4	$445K	Buy	8,598 +4,273	+99%	+$223K	﹤0.01%	1468
2025 Q3	$226K	Buy	+4,325	New	+$223K	﹤0.01%	1586

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

Gotham Asset Management's USIG Position: Q2 2026 in Review

Gotham Asset Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 24% in Q2 2026, buying an estimated $236K and bringing the position to 23,924 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Gotham Asset Management first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Gotham Asset Management held 23,924 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.23M as of Q2 2026.
Gotham Asset Management bought 4,609 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $236K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1305 holding.
Gotham Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.