HM Payson & Co’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

HM Payson & Co’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	$2.1K	Hold	41	–	–	﹤0.01%	1054
2026 Q1	$2.1K	Buy	+41	New	+$2.12K	﹤0.01%	1036
2024 Q2	–	Sell	-253	Closed	-$12.8K	–	1033
2024 Q1	$12.8K	Hold	253	–	–	﹤0.01%	798
2023 Q4	$13K	Buy	+253	New	+$12.3K	﹤0.01%	791
2022 Q3	–	Sell	-1,000	Closed	-$51K	–	1084
2022 Q2	$51K	Buy	+1,000	New	+$52.1K	﹤0.01%	575

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

HM Payson & Co's USIG Position: Q2 2026 in Review

HM Payson & Co held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 41 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

HM Payson & Co first reported a position in USIG in Q2 2022 and has held it in 5 quarters since. The position peaked at $51K in Q2 2022. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

HM Payson & Co held 41 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.1K as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #1054 holding.
HM Payson & Co first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
HM Payson & Co's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $51K in Q2 2022.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.