MEG
USIG icon

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

Millstone Evans 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 		$18.1K Hold
352
– – 0.01% 513
2026
Q1 		$18K Hold
352
– – 0.01% 490
2025
Q4 		$18.2K Hold
352
– – 0.01% 482
2025
Q3 		$18.4K Buy
+352
New +$18.2K 0.01% 462

Other funds holding USIG

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Millstone Evans Group's USIG Position: Q2 2026 in Review

Millstone Evans Group held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 352 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #513.

Millstone Evans Group first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.4K in Q3 2025. 397 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Millstone Evans Group held 352 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.1K as of Q2 2026.
  • Millstone Evans Group left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #513 holding.
  • Millstone Evans Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Millstone Evans Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $18.4K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.