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Harbour Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Harbour 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 		$89K Sell
1,737
-1,019
-37% -$52.8K ﹤0.01% 2019
2025
Q4 		$143K Buy
2,756
+87
+3% +$4.53K ﹤0.01% 1454
2025
Q3 		$139K Sell
2,669
-328
-11% -$16.9K ﹤0.01% 1408
2025
Q2 		$154K Buy
2,997
+62
+2% +$3.13K ﹤0.01% 1299
2025
Q1 		$150K Buy
2,935
+292
+11% +$14.8K ﹤0.01% 1232
2024
Q4 		$133K Sell
2,643
-225
-8% -$11.5K ﹤0.01% 1225
2024
Q3 		$151K Buy
2,868
+247
+9% +$12.7K ﹤0.01% 1137
2024
Q2 		$132K Buy
2,621
+959
+58% +$48K ﹤0.01% 1116
2024
Q1 		$84.4K Sell
1,662
-70
-4% -$3.54K ﹤0.01% 1284
2023
Q4 		$88.8K Sell
1,732
-76
-4% -$3.71K ﹤0.01% 1184
2023
Q3 		$86.9K Buy
1,808
+127
+8% +$6.25K ﹤0.01% 1101
2023
Q2 		$84.2K Sell
1,681
-132
-7% -$6.63K ﹤0.01% 1127
2023
Q1 		$91.8K Buy
1,813
+8
+0.4% +$402 0.01% 1085
2022
Q4 		$88.7K Sell
1,805
-129
-7% -$6.29K 0.01% 1061
2022
Q3 		$99K Hold
1,934
– – 0.01% 968
2022
Q2 		$99K Buy
+1,934
New +$101K 0.01% 968
2021
Q4 		$119K Sell
1,986
-11,232
-85% -$674K 0.01% 899
2021
Q3 		$794K Buy
13,218
+941
+8% +$57.3K 0.03% 503
2021
Q2 		$744K Buy
12,277
+54
+0.4% +$3.23K 0.02% 528
2021
Q1 		$722K Buy
+12,223
New +$736K 0.03% 484

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 $666B 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 $432B 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 $74.2B 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 $5.72T AUM 30.48% 1-Year Est. Return

Harbour Investments's USIG Position: Q1 2026 in Review

Harbour Investments reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 37% in Q1 2026, selling an estimated $52.8K and leaving 1,737 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Harbour Investments first reported a position in USIG in Q1 2021 and has held it in 20 quarters since. The position peaked at $794K in Q3 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Harbour Investments held 1,737 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $89K as of Q1 2026.
  • Harbour Investments sold 1,019 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $52.8K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2019 holding.
  • Harbour Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $794K in Q3 2021.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.