Greenwood Capital Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Greenwood Capital Associates’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	$1.83M	Buy	35,732 +1,206	+3%	+$61.8K	0.18%	117
2026 Q1	$1.77M	Buy	34,526 +892	+3%	+$46.2K	0.19%	112
2025 Q4	$1.74M	Buy	33,634 +523	+2%	+$27.2K	0.19%	111
2025 Q3	$1.73M	Buy	33,111 +346	+1%	+$17.9K	0.2%	103
2025 Q2	$1.69M	Buy	+32,765	New	+$1.66M	0.21%	102

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

Greenwood Capital Associates's USIG Position: Q2 2026 in Review

Greenwood Capital Associates increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.5% in Q2 2026, buying an estimated $61.8K and bringing the position to 35,732 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #117.

Greenwood Capital Associates first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Greenwood Capital Associates held 35,732 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.83M as of Q2 2026.
Greenwood Capital Associates bought 1,206 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $61.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.18% of Greenwood Capital Associates's portfolio in Q2 2026, its #117 holding.
Greenwood Capital Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.