Greenleaf Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Greenleaf Trust’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 Q3	$209K	Buy	+4,284	New	+$215K	﹤0.01%	791
2024 Q1	–	Sell	-5,514	Closed	-$283K	–	795
2023 Q4	$283K	Sell	5,514 -4,556	-45%	-$222K	﹤0.01%	612
2023 Q3	$484K	Sell	10,070 -4,088	-29%	-$201K	0.01%	448
2023 Q2	$709K	Buy	14,158 +1,294	+10%	+$65K	0.01%	363
2023 Q1	$652K	Sell	12,864 -12,620	-50%	-$634K	0.01%	381
2022 Q4	$1.25M	Buy	+25,484	New	+$1.24M	0.02%	228
2019 Q2	–	Sell	-3,830	Closed	-$212K	–	564
2019 Q1	$212K	Sell	3,830 -160	-4%	-$8.64K	﹤0.01%	487
2018 Q4	$211K	Hold	3,990	–	–	﹤0.01%	439
2018 Q3	$214K	Hold	3,990	–	–	﹤0.01%	489
2018 Q2	$214K	Sell	3,990 -650	-14%	-$34.9K	﹤0.01%	463
2018 Q1	$253K	Hold	4,640	–	–	0.01%	377
2017 Q4	$260K	Hold	4,640	–	–	0.01%	373
2017 Q3	$260K	Sell	4,640 -780	-14%	-$43.7K	0.01%	342
2017 Q2	$303K	Hold	5,420	–	–	0.01%	277
2017 Q1	$298K	Hold	5,420	–	–	0.01%	224
2016 Q4	$296K	Hold	5,420	–	–	0.01%	178
2016 Q3	$308K	Hold	5,420	–	–	0.01%	156
2016 Q2	$307K	Hold	5,420	–	–	0.01%	137
2016 Q1	$299K	Hold	5,420	–	–	0.01%	136
2015 Q4	$289K	Buy	+5,420	New	+$293K	0.01%	139

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Greenleaf Trust's USIG Position: Q3 2026 in Review

Greenleaf Trust opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026: 4,284 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in USIG as recently as Q4 2023.

Greenleaf Trust first reported a position in USIG in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.25M in Q4 2022. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Greenleaf Trust held 4,284 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $209K as of Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Greenleaf Trust position in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q3 2026, its #791 holding.
Greenleaf Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 20 quarters since.
Greenleaf Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.25M in Q4 2022.
261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.