MG
USIG icon

Mather Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Mather Group’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 		$2.41M Buy
46,973
+1,067
+2% +$54.6K 0.02% 241
2026
Q1 		$2.35M Buy
45,906
+4,042
+10% +$209K 0.02% 209
2025
Q4 		$2.17M Sell
41,864
-2,384
-5% -$124K 0.02% 195
2025
Q3 		$2.31M Sell
44,248
-7,864
-15% -$406K 0.02% 186
2025
Q2 		$2.68M Sell
52,112
-1,355,875
-96% -$68.5M 0.03% 163
2025
Q1 		$71.9M Buy
1,407,987
+79,907
+6% +$4.05M 0.83% 22
2024
Q4 		$66.8M Buy
1,328,080
+51,236
+4% +$2.62M 0.87% 21
2024
Q3 		$67.1M Buy
1,276,844
+63,358
+5% +$3.27M 0.86% 22
2024
Q2 		$61.6M Buy
1,213,486
+76,499
+7% +$3.83M 0.76% 21
2024
Q1 		$58.3M Sell
1,136,987
-6,963
-0.6% -$352K 0.92% 19
2023
Q4 		$58.6M Buy
1,143,950
+54,705
+5% +$2.67M 0.92% 19
2023
Q3 		$52.4M Buy
1,089,245
+47,312
+5% +$2.33M 0.93% 20
2023
Q2 		$52.2M Buy
1,041,933
+1,030,024
+8,649% +$51.7M 0.83% 21
2023
Q1 		$603K Sell
11,909
-809
-6% -$40.6K 0.01% 296
2022
Q4 		$625K Sell
12,718
-5,338
-30% -$260K 0.01% 282
2022
Q3 		$868K Sell
18,056
-4,868
-21% -$248K 0.02% 215
2022
Q2 		$1.17M Buy
+22,924
New +$1.19M 0.03% 165
2021
Q1 		– Sell
-5,188
Closed -$322K – 282
2020
Q4 		$322K Buy
+5,188
New +$318K 0.01% 178

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

Mather Group's USIG Position: Q2 2026 in Review

Mather Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.3% in Q2 2026, buying an estimated $54.6K and bringing the position to 46,973 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #241.

Mather Group first reported a position in USIG in Q4 2020 and has held it in 18 quarters since. The position peaked at $71.9M in Q1 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Mather Group held 46,973 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.41M as of Q2 2026.
  • Mather Group bought 1,067 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $54.6K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Mather Group's portfolio in Q2 2026, its #241 holding.
  • Mather Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Mather Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $71.9M in Q1 2025.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.