NBC Securities’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

NBC Securities’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	$461K	Buy	8,983 +7,418	+474%	+$380K	0.03%	557
2026 Q1	$80.2K	Buy	1,565 +786	+101%	+$40.7K	0.01%	1154
2025 Q4	$40.3K	Hold	779	–	–	﹤0.01%	1442
2025 Q3	$40.7K	Hold	779	–	–	﹤0.01%	1413
2025 Q2	$40K	Hold	779	–	–	﹤0.01%	1408
2025 Q1	$39K	Buy	+779	New	+$39.5K	﹤0.01%	1243
2024 Q4	–	Sell	-706	Closed	-$37K	–	2038
2024 Q3	$37K	Hold	706	–	–	﹤0.01%	1272
2024 Q2	$35K	Hold	706	–	–	﹤0.01%	1245
2024 Q1	$35K	Hold	706	–	–	﹤0.01%	1238
2023 Q4	$36K	Hold	706	–	–	﹤0.01%	1233
2023 Q3	$33K	Buy	+706	New	+$34.7K	﹤0.01%	1266

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

NBC Securities's USIG Position: Q2 2026 in Review

NBC Securities increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 474% in Q2 2026, buying an estimated $380K and bringing the position to 8,983 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #557.

NBC Securities first reported a position in USIG in Q3 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

NBC Securities held 8,983 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $461K as of Q2 2026.
NBC Securities bought 7,418 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $380K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of NBC Securities's portfolio in Q2 2026, its #557 holding.
NBC Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.