Harel Insurance Investments & Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Harel Insurance Investments & Financial Services’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	$18K	Hold	360	–	–	﹤0.01%	505
2026 Q1	$18K	Hold	360	–	–	﹤0.01%	476
2025 Q4	$18K	Hold	360	–	–	﹤0.01%	395
2025 Q3	$19K	Hold	360	–	–	﹤0.01%	428
2025 Q2	$18K	Hold	360	–	–	﹤0.01%	395
2025 Q1	$18K	Hold	360	–	–	﹤0.01%	419
2024 Q4	$18K	Hold	360	–	–	﹤0.01%	394
2024 Q3	$19K	Hold	360	–	–	﹤0.01%	423
2024 Q2	$18K	Hold	360	–	–	﹤0.01%	447
2024 Q1	$18K	Hold	360	–	–	﹤0.01%	451
2023 Q4	$18K	Hold	360	–	–	﹤0.01%	505
2023 Q3	$17K	Buy	+360	New	+$17.7K	﹤0.01%	566
2023 Q2	–	Sell	-360	Closed	-$18.1K	–	581
2023 Q1	$18K	Hold	360	–	–	﹤0.01%	592
2022 Q4	$18K	Hold	360	–	–	﹤0.01%	578
2022 Q3	$17K	Hold	360	–	–	﹤0.01%	618
2022 Q2	$18K	Hold	360	–	–	﹤0.01%	640
2022 Q1	$20K	Hold	360	–	–	﹤0.01%	635
2021 Q4	$21K	Hold	360	–	–	﹤0.01%	672
2021 Q3	$21K	Hold	360	–	–	﹤0.01%	614
2021 Q2	$22K	Hold	360	–	–	﹤0.01%	733
2021 Q1	$21K	Buy	+360	New	+$21.7K	﹤0.01%	697
2020 Q4	–	Sell	-1,372	Closed	-$83K	–	788
2020 Q3	$83K	Hold	1,372	–	–	﹤0.01%	410
2020 Q2	$83K	Sell	1,372 -32,367	-96%	-$1.89M	﹤0.01%	347
2020 Q1	$1.89M	Sell	33,739 -4,500	-12%	-$261K	0.09%	70
2019 Q4	$2.23M	Buy	38,239 +691	+2%	+$40.2K	0.1%	68
2019 Q3	$2.18M	Buy	+37,548	New	+$2.17M	0.14%	53
2018 Q3	–	Sell	-974	Closed	-$52K	–	515
2018 Q2	$52K	Sell	974 -24,050	-96%	-$1.29M	﹤0.01%	298
2018 Q1	$1.36M	Buy	25,024 +2,506	+11%	+$137K	0.08%	88
2017 Q4	$1.26M	Buy	22,518 +21,890	+3,486%	+$1.22M	0.08%	80
2017 Q3	$35K	Sell	628 -18,422	-97%	-$1.03M	﹤0.01%	303
2017 Q2	$1.06M	Buy	19,050 +18,832	+8,639%	+$1.05M	0.09%	69
2017 Q1	$12K	Buy	+218	New	+$11.9K	﹤0.01%	379
2016 Q4	–	Hold	0	–	–	–	54
2016 Q3	–	Hold	0	–	–	–	50
2016 Q2	–	Hold	0	–	–	–	50
2016 Q1	–	Hold	0	–	–	–	52

Other funds holding USIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Harel Insurance Investments & Financial Services's USIG Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 360 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Harel Insurance Investments & Financial Services first reported a position in USIG in Q1 2017 and has held it in 32 quarters since. The position peaked at $2.23M in Q4 2019. 285 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Harel Insurance Investments & Financial Services held 360 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18K as of Q2 2026.
Harel Insurance Investments & Financial Services left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #505 holding.
Harel Insurance Investments & Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 32 quarters since.
Harel Insurance Investments & Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.23M in Q4 2019.
285 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.