Janney Montgomery Scott
USIG icon

Janney Montgomery Scott’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Janney Montgomery Scott’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 		$3.75M Buy
73,297
+7,056
+11% +$365K 0.01% 987
2025
Q4 		$3.43M Buy
66,241
+4,771
+8% +$248K 0.01% 1077
2025
Q3 		$3.21M Buy
61,470
+1,175
+2% +$60.6K 0.01% 1090
2025
Q2 		$3.1M Buy
60,295
+396
+0.7% +$20K 0.01% 1014
2025
Q1 		$3.06M Buy
59,899
+12,792
+27% +$648K 0.01% 979
2024
Q4 		$2.37M Sell
47,107
-876
-2% -$44.9K 0.01% 1081
2024
Q3 		$2.52M Sell
47,983
-4,970
-9% -$256K 0.01% 1034
2024
Q2 		$2.66M Buy
52,953
+221
+0.4% +$11.1K 0.01% 969
2024
Q1 		$2.68M Sell
52,732
-424,197
-89% -$21.5M 0.01% 1020
2023
Q4 		$24.4M Sell
476,929
-9
-0% -$439 0.08% 253
2023
Q3 		$22.9M Buy
476,938
+9,485
+2% +$467K 0.09% 224
2023
Q2 		$23.4M Sell
467,453
-6,605
-1% -$332K 0.08% 230
2023
Q1 		$24M Buy
474,058
+27,507
+6% +$1.38M 0.1% 198
2022
Q4 		$21.9M Sell
446,551
-25,380
-5% -$1.24M 0.09% 229
2022
Q3 		$22.7M Buy
471,931
+2,789
+0.6% +$142K 0.1% 205
2022
Q2 		$23.9M Sell
469,142
-9,916
-2% -$516K 0.11% 190
2022
Q1 		$26.4M Buy
479,058
+7,184
+2% +$408K 0.11% 185
2021
Q4 		$28.2M Buy
471,874
+34,728
+8% +$2.08M 0.11% 185
2021
Q3 		$26.3M Buy
437,146
+24,630
+6% +$1.5M 0.11% 180
2021
Q2 		$25M Buy
412,516
+14,012
+4% +$837K 0.11% 182
2021
Q1 		$23.5M Sell
398,504
-82,408
-17% -$4.96M 0.11% 174
2020
Q4 		$29.8M Buy
480,912
+402,730
+515% +$24.7M 0.14% 155
2020
Q3 		$4.75M Buy
78,182
+18,777
+32% +$1.15M 0.03% 499
2020
Q2 		$3.59M Sell
59,405
-8,601
-13% -$503K 0.02% 555
2020
Q1 		$3.81M Buy
68,006
+1,765
+3% +$102K 0.03% 474
2019
Q4 		$3.86M Sell
66,241
-4,858
-7% -$282K 0.03% 548
2019
Q3 		$4.14M Buy
71,099
+5,694
+9% +$329K 0.03% 496
2019
Q2 		$3.73M Sell
65,405
-443
-0.7% -$24.6K 0.03% 506
2019
Q1 		$3.64M Sell
65,848
-9,899
-13% -$534K 0.03% 498
2018
Q4 		$4.01M Buy
75,747
+12,542
+20% +$661K 0.04% 419
2018
Q3 		$3.39M Buy
63,205
+19,517
+45% +$1.05M 0.03% 515
2018
Q2 		$2.34M Buy
43,688
+8,764
+25% +$471K 0.02% 616
2018
Q1 		$1.9M Buy
34,924
+6,528
+23% +$358K 0.02% 673
2017
Q4 		$1.59M Buy
28,396
+5,906
+26% +$330K 0.02% 746
2017
Q3 		$1.26M Buy
22,490
+7,680
+52% +$430K 0.01% 811
2017
Q2 		$827K Buy
14,810
+3,488
+31% +$194K 0.01% 969
2017
Q1 		$622K Buy
+11,322
New +$619K 0.01% 1061

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 $83.7B AUM 27.22% 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

Janney Montgomery Scott's USIG Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q1 2026, buying an estimated $365K and bringing the position to 73,297 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #987.

Janney Montgomery Scott first reported a position in USIG in Q1 2017 and has held it in 37 quarters since. The position peaked at $29.8M in Q4 2020. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Janney Montgomery Scott held 73,297 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.75M as of Q1 2026.
  • Janney Montgomery Scott bought 7,056 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $365K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #987 holding.
  • Janney Montgomery Scott first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Janney Montgomery Scott's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $29.8M in Q4 2020.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.