Great Valley Advisor Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Great Valley Advisor Group’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	$749K	Buy	14,637 +1,514	+12%	+$78.4K	0.01%	568
2025 Q4	$679K	Buy	13,123 +647	+5%	+$33.7K	0.01%	559
2025 Q3	$651K	Sell	12,476 -2,704	-18%	-$140K	0.01%	570
2025 Q2	$781K	Buy	15,180 +355	+2%	+$17.9K	0.02%	502
2025 Q1	$757K	Buy	14,825 +794	+6%	+$40.2K	0.02%	503
2024 Q4	$705K	Buy	14,031 +1,075	+8%	+$55.1K	0.02%	508
2024 Q3	$681K	Buy	12,956 +4,124	+47%	+$213K	0.02%	497
2024 Q2	$443K	Buy	+8,832	New	+$442K	0.01%	551

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

Great Valley Advisor Group's USIG Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q1 2026, buying an estimated $78.4K and bringing the position to 14,637 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #568.

Great Valley Advisor Group first reported a position in USIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $781K in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Great Valley Advisor Group held 14,637 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $749K as of Q1 2026.
Great Valley Advisor Group bought 1,514 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $78.4K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #568 holding.
Great Valley Advisor Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $781K 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 Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.