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McKinley Carter Wealth Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

McKinley Carter Wealth Services’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 		$18.4M Buy
358,233
+62,264
+21% +$3.22M 1.06% 16
2025
Q4 		$15.3M Sell
295,969
-39,907
-12% -$2.08M 0.86% 30
2025
Q3 		$17.5M Buy
335,876
+18,593
+6% +$959K 0.92% 28
2025
Q2 		$16.3M Buy
317,283
+8,166
+3% +$413K 0.91% 28
2025
Q1 		$15.8M Buy
309,117
+111,691
+57% +$5.66M 0.97% 26
2024
Q4 		$9.93M Buy
197,426
+11,047
+6% +$566K 0.61% 39
2024
Q3 		$9.8M Buy
186,379
+3,535
+2% +$182K 0.59% 39
2024
Q2 		$9.18M Buy
182,844
+4,319
+2% +$216K 0.58% 40
2024
Q1 		$9.06M Sell
178,525
-57,147
-24% -$2.89M 0.61% 38
2023
Q4 		$12.1M Sell
235,672
-9,849
-4% -$481K 0.88% 26
2023
Q3 		$11.8M Buy
245,521
+14,233
+6% +$700K 0.94% 23
2023
Q2 		$11.6M Buy
231,288
+13,795
+6% +$692K 0.87% 24
2023
Q1 		$11M Buy
217,493
+26,054
+14% +$1.31M 0.86% 24
2022
Q4 		$9.4M Sell
191,439
-22,571
-11% -$1.1M 0.8% 24
2022
Q3 		$10.3M Buy
214,010
+3,920
+2% +$200K 0.96% 22
2022
Q2 		$10.7M Buy
210,090
+14,155
+7% +$737K 0.95% 21
2022
Q1 		$10.8M Buy
195,935
+22,800
+13% +$1.29M 0.84% 24
2021
Q4 		$10.3M Buy
173,135
+24,185
+16% +$1.45M 0.77% 31
2021
Q3 		$8.95M Buy
148,950
+8,134
+6% +$495K 0.73% 29
2021
Q2 		$8.53M Buy
140,816
+8,196
+6% +$490K 0.71% 27
2021
Q1 		$7.83M Buy
132,620
+127,904
+2,712% +$7.7M 0.67% 28
2020
Q4 		$292K Buy
+4,716
New +$289K 0.04% 217

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McKinley Carter Wealth Services's USIG Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 21% in Q1 2026, buying an estimated $3.22M and bringing the position to 358,233 shares worth $18.4M. The position accounts for 1.06% of the portfolio, ranked #16.

McKinley Carter Wealth Services first reported a position in USIG in Q4 2020 and has held it in 22 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • McKinley Carter Wealth Services held 358,233 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.4M as of Q1 2026.
  • McKinley Carter Wealth Services bought 62,264 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.22M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #16 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.