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

Lowe Brockenbrough & 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 		$6.41K Hold
125
– – ﹤0.01% 330
2026
Q1 		$6.4K Hold
125
– – ﹤0.01% 324
2025
Q4 		$6.47K Hold
125
– – ﹤0.01% 326
2025
Q3 		$6.53K Buy
+125
New +$6.45K ﹤0.01% 329

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Lowe Brockenbrough & Co's USIG Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 125 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Lowe Brockenbrough & Co first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.53K in Q3 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Lowe Brockenbrough & Co held 125 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.41K as of Q2 2026.
  • Lowe Brockenbrough & 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 Lowe Brockenbrough & Co's portfolio in Q2 2026, its #330 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6.53K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.