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

MMBG Investment 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
Q2 		$1.43M Hold
27,795
– – 0.11% 94
2026
Q1 		$1.42M Hold
27,795
– – 0.13% 88
2025
Q4 		$1.44M Hold
27,795
– – 0.12% 88
2025
Q3 		$1.45M Hold
27,795
– – 0.13% 88
2025
Q2 		$1.43M Hold
27,795
– – 0.14% 82
2025
Q1 		$1.42M Hold
27,795
– – 0.16% 79
2024
Q4 		$1.4M Hold
27,795
– – 0.15% 75
2024
Q3 		$1.46M Buy
+27,795
New +$1.43M 0.15% 75

Other funds holding USIG

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

MMBG Investment Advisors's USIG Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 27,795 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #94.

MMBG Investment Advisors first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2024. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • MMBG Investment Advisors held 27,795 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.43M as of Q2 2026.
  • MMBG Investment Advisors 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 0.11% of MMBG Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • MMBG Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • MMBG Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.46M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.