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

MAI Capital Management’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	$742K	Buy	14,469 +195	+1%	+$9.99K	﹤0.01%	1116
2026 Q1	$731K	Buy	14,274 +2,077	+17%	+$108K	﹤0.01%	886
2025 Q4	$631K	Buy	12,197 +3,050	+33%	+$159K	﹤0.01%	890
2025 Q3	$478K	Sell	9,147 -109	-1%	-$5.62K	﹤0.01%	928
2025 Q2	$476K	Buy	9,256 +349	+4%	+$17.6K	﹤0.01%	868
2025 Q1	$455K	Sell	8,907 -50	-0.6%	-$2.53K	﹤0.01%	853
2024 Q4	$450K	Buy	+8,957	New	+$459K	﹤0.01%	877

Other funds holding USIG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

MAI Capital Management's USIG Position: Q2 2026 in Review

MAI Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.4% in Q2 2026, buying an estimated $9.99K and bringing the position to 14,469 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

MAI Capital Management first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

MAI Capital Management held 14,469 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $742K as of Q2 2026.
MAI Capital Management bought 195 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.99K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1116 holding.
MAI Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.