Lido Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lido Advisors’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	$302K	Buy	5,904 +565	+11%	+$29.3K	﹤0.01%	1560
2025 Q4	$279K	Buy	5,339 +11	+0.2%	+$573	﹤0.01%	1600
2025 Q3	$278K	Sell	5,328 -3,204	-38%	-$165K	﹤0.01%	1524
2025 Q2	$439K	Hold	8,532	–	–	﹤0.01%	1156
2025 Q1	$436K	Buy	8,532 +1,079	+14%	+$54.7K	﹤0.01%	1065
2024 Q4	$375K	Buy	7,453 +497	+7%	+$25.5K	﹤0.01%	1108
2024 Q3	$366K	Hold	6,956	–	–	﹤0.01%	1079
2024 Q2	$349K	Buy	6,956 +1,744	+33%	+$87.2K	﹤0.01%	1048
2024 Q1	$265K	Buy	+5,212	New	+$264K	﹤0.01%	1147
2023 Q3	–	Sell	-4,575	Closed	-$229K	–	1319
2023 Q2	$229K	Buy	+4,575	New	+$230K	﹤0.01%	1055

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lido Advisors's USIG Position: Q1 2026 in Review

Lido Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q1 2026, buying an estimated $29.3K and bringing the position to 5,904 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Lido Advisors first reported a position in USIG in Q2 2023 and has held it in 10 quarters since. The position peaked at $439K in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Lido Advisors held 5,904 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $302K as of Q1 2026.
Lido Advisors bought 565 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $29.3K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1560 holding.
Lido Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
Lido Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $439K in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.