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

NewEdge 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
Q1 		$4.04M Buy
78,765
+2,179
+3% +$113K 0.01% 782
2025
Q4 		$3.96M Buy
76,586
+22,809
+42% +$1.19M 0.01% 759
2025
Q3 		$2.81M Buy
53,777
+1,349
+3% +$69.6K 0.01% 847
2025
Q2 		$2.7M Buy
52,428
+12,831
+32% +$648K 0.01% 798
2025
Q1 		$2.02M Buy
39,597
+8,013
+25% +$406K 0.01% 863
2024
Q4 		$1.59M Sell
31,584
-160,349
-84% -$8.21M 0.01% 935
2024
Q3 		$10.1M Buy
191,933
+23,586
+14% +$1.22M 0.07% 291
2024
Q2 		$8.45M Buy
168,347
+140,489
+504% +$7.03M 0.06% 309
2024
Q1 		$1.41M Buy
27,858
+162
+0.6% +$8.2K 0.01% 829
2023
Q4 		$1.41M Buy
27,696
+10,232
+59% +$499K 0.01% 795
2023
Q3 		$840K Sell
17,464
-3,319
-16% -$163K 0.01% 940
2023
Q2 		$1.04M Sell
20,783
-1,065
-5% -$53.5K 0.01% 848
2023
Q1 		$1.11M Sell
21,848
-38,175
-64% -$1.92M 0.01% 750
2022
Q4 		$2.92M Sell
60,023
-17,500
-23% -$853K 0.08% 267
2022
Q3 		$3.73M Sell
77,523
-12,068
-13% -$615K 0.06% 287
2022
Q2 		$4.57M Sell
89,591
-1,956
-2% -$102K 0.08% 248
2022
Q1 		$5.04M Sell
91,547
-1,157
-1% -$65.7K 0.08% 242
2021
Q4 		$5.54M Buy
+92,704
New +$5.56M 0.08% 227

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Advisors's USIG Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.8% in Q1 2026, buying an estimated $113K and bringing the position to 78,765 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #782.

NewEdge Advisors first reported a position in USIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q3 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • NewEdge Advisors held 78,765 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.04M as of Q1 2026.
  • NewEdge Advisors bought 2,179 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $113K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #782 holding.
  • NewEdge Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $10.1M in Q3 2024.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.