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

Merit Financial 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 		$8.53M Sell
166,298
-190,039
-53% -$9.73M 0.05% 294
2026
Q1 		$18.3M Sell
356,337
-966,240
-73% -$50M 0.14% 134
2025
Q4 		$68.5M Buy
1,322,577
+87,074
+7% +$4.54M 0.55% 40
2025
Q3 		$64.5M Buy
1,235,503
+32,866
+3% +$1.7M 0.59% 38
2025
Q2 		$61.9M Buy
1,202,637
+50,749
+4% +$2.56M 0.69% 30
2025
Q1 		$58.8M Sell
1,151,888
-160,655
-12% -$8.14M 0.88% 27
2024
Q4 		$66M Buy
1,312,543
+69,709
+6% +$3.57M 1.19% 19
2024
Q3 		$65.3M Sell
1,242,834
-89,039
-7% -$4.6M 1.46% 14
2024
Q2 		$66.9M Sell
1,331,873
-327,131
-20% -$16.4M 1.47% 12
2024
Q1 		$82.7M Buy
1,659,004
+370,010
+29% +$18.7M 1.97% 10
2023
Q4 		$66.1M Buy
1,288,994
+1,172,469
+1,006% +$57.2M 2.01% 11
2023
Q3 		$5.6M Buy
116,525
+3,083
+3% +$152K 0.18% 86
2023
Q2 		$5.68M Buy
113,442
+11,112
+11% +$558K 0.18% 82
2023
Q1 		$5.18M Buy
102,330
+9,074
+10% +$456K 0.19% 80
2022
Q4 		$4.58M Buy
93,256
+27,060
+41% +$1.32M 0.17% 90
2022
Q3 		$3.18M Buy
+66,196
New +$3.37M 0.14% 107

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

Merit Financial Group's USIG Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 53% in Q2 2026, selling an estimated $9.73M and leaving 166,298 shares worth $8.53M. The position accounts for 0.05% of the portfolio, ranked #294.

Merit Financial Group first reported a position in USIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $82.7M in Q1 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Merit Financial Group held 166,298 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.53M as of Q2 2026.
  • Merit Financial Group sold 190,039 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.73M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #294 holding.
  • Merit Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Merit Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $82.7M in Q1 2024.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.