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Investment Management Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Investment Management Trust’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 		– Sell
-10,263
Closed -$526K – 88
2026
Q1 		$526K Buy
+10,263
New +$531K 0.51% 45

Other funds holding USIG

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investment Management Trust's USIG Position: Q2 2026 in Review

Investment Management Trust sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 10,263 shares — an estimated $526K sold.

Investment Management Trust first reported a position in USIG in Q1 2026 and held it in 1 quarter. The position peaked at $526K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Investment Management Trust reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Management Trust sold 10,263 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $526K.
  • Investment Management Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Investment Management Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $526K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.