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Lynx Investment Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lynx Investment Advisory’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 		$210K Buy
+4,088
New +$209K 0.07% 223
2024
Q3 		– Sell
-2,779
Closed -$140K – 737
2024
Q2 		$140K Buy
+2,779
New +$139K 0.1% 156

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

Lynx Investment Advisory's USIG Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 4,088 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #223 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in USIG as recently as Q2 2024.

Lynx Investment Advisory first reported a position in USIG in Q2 2024 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Lynx Investment Advisory held 4,088 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Lynx Investment Advisory position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of Lynx Investment Advisory's portfolio in Q2 2026, its #223 holding.
  • Lynx Investment Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.