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

MCF 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	$38.9M	Sell	759,792 -3,308	-0.4%	-$171K	1.71%	16
2025 Q4	$39.5M	Sell	763,100 -6,637	-0.9%	-$346K	2.18%	13
2025 Q3	$40.2M	Buy	769,737 +92,918	+14%	+$4.79M	2.46%	12
2025 Q2	$34.8M	Sell	676,819 -43,123	-6%	-$2.18M	2.3%	14
2025 Q1	$36.8M	Sell	719,942 -20,868	-3%	-$1.06M	2.65%	10
2024 Q4	$37.2M	Buy	740,810 +77,705	+12%	+$3.98M	2.61%	10
2024 Q3	$34.9M	Buy	663,105 +27,829	+4%	+$1.44M	2.45%	12
2024 Q2	$31.9M	Buy	635,276 +14,627	+2%	+$732K	2.42%	11
2024 Q1	$31.5M	Buy	620,649 +43,568	+8%	+$2.21M	2.44%	12
2023 Q4	$29.6M	Buy	577,081 +17,603	+3%	+$859K	2.42%	12
2023 Q3	$26.9M	Buy	559,478 +27,834	+5%	+$1.37M	2.43%	11
2023 Q2	$26.6M	Buy	531,644 +24,039	+5%	+$1.21M	2.4%	12
2023 Q1	$25.7M	Buy	507,605 +24,230	+5%	+$1.22M	2.4%	12
2022 Q4	$23.7M	Buy	483,375 +261,456	+118%	+$12.7M	2.42%	12
2022 Q3	$10.7M	Buy	221,919 +219,088	+7,739%	+$11.2M	1.19%	16
2022 Q2	$144K	Hold	2,831	–	–	0.02%	218
2022 Q1	$156K	Buy	+2,831	New	+$161K	0.01%	220

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 $83.7B AUM 27.22% 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

MCF Advisors's USIG Position: Q1 2026 in Review

MCF Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.43% in Q1 2026, selling an estimated $171K and leaving 759,792 shares worth $38.9M. The position accounts for 1.71% of the portfolio, ranked #16.

MCF Advisors first reported a position in USIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $40.2M in Q3 2025. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

MCF Advisors held 759,792 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $38.9M as of Q1 2026.
MCF Advisors sold 3,308 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $171K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.71% of MCF Advisors's portfolio in Q1 2026, its #16 holding.
MCF Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
MCF Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $40.2M in Q3 2025.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.