Moors & Cabot’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Moors & Cabot’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	$425K	Buy	8,288 +41	+0.5%	+$2.1K	0.02%	616
2026 Q1	$422K	Buy	8,247 +206	+3%	+$10.7K	0.02%	588
2025 Q4	$416K	Buy	8,041 +11	+0.1%	+$573	0.02%	593
2025 Q3	$419K	Buy	+8,030	New	+$414K	0.02%	575
2025 Q1	–	Sell	-6,706	Closed	-$337K	–	926
2024 Q4	$337K	Sell	6,706 -159	-2%	-$8.14K	0.02%	633
2024 Q3	$361K	Buy	6,865 +2,533	+58%	+$131K	0.02%	606
2024 Q2	$218K	Sell	4,332 -26	-0.6%	-$1.3K	0.01%	734
2024 Q1	$221K	Buy	+4,358	New	+$221K	0.01%	783

Other funds holding USIG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Moors & Cabot's USIG Position: Q2 2026 in Review

Moors & Cabot increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.5% in Q2 2026, buying an estimated $2.1K and bringing the position to 8,288 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #616.

Moors & Cabot first reported a position in USIG in Q1 2024 and has held it in 8 quarters since. 298 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Moors & Cabot held 8,288 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $425K as of Q2 2026.
Moors & Cabot bought 41 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #616 holding.
Moors & Cabot first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
298 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.