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Independence Bank of Kentucky’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Independence Bank of Kentucky’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 		$72.3K Sell
1,410
-149
-10% -$7.63K 0.01% 373
2026
Q1 		$79.9K Sell
1,559
-63
-4% -$3.26K 0.01% 366
2025
Q4 		$84K Sell
1,622
-570
-26% -$29.7K 0.01% 372
2025
Q3 		$114K Sell
2,192
-235
-10% -$12.1K 0.01% 340
2025
Q2 		$125K Hold
2,427
– – 0.02% 325
2025
Q1 		$124K Hold
2,427
– – 0.02% 325
2024
Q4 		$122K Buy
2,427
+1,676
+223% +$85.8K 0.02% 325
2024
Q3 		$39.5K Buy
751
+69
+10% +$3.56K 0.01% 386
2024
Q2 		$34.2K Buy
+682
New +$34.1K 0.01% 370

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Independence Bank of Kentucky's USIG Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.6% in Q2 2026, selling an estimated $7.63K and leaving 1,410 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #373.

Independence Bank of Kentucky first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $125K in Q2 2025. 241 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Independence Bank of Kentucky held 1,410 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $72.3K as of Q2 2026.
  • Independence Bank of Kentucky sold 149 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.63K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #373 holding.
  • Independence Bank of Kentucky first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Independence Bank of Kentucky's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $125K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.