NW
USIG icon

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

NewEdge Wealth’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 		$2.61M Sell
50,875
-3,833
-7% -$196K 0.03% 388
2026
Q1 		$2.8M Buy
+54,708
New +$2.83M 0.03% 343
2025
Q1 		– Sell
-6,481
Closed -$326K – 986
2024
Q4 		$326K Sell
6,481
-554,220
-99% -$28.4M 0.01% 736
2024
Q3 		$29.5M Buy
560,701
+13,506
+2% +$697K 0.53% 49
2024
Q2 		$27.5M Sell
547,195
-11,984
-2% -$599K 0.6% 44
2024
Q1 		$27.7M Buy
559,179
+186,775
+50% +$9.46M 0.62% 39
2023
Q4 		$19.1M Buy
372,404
+7,402
+2% +$361K 0.49% 53
2023
Q3 		$17.5M Buy
365,002
+58,430
+19% +$2.87M 0.56% 46
2023
Q2 		$15.4M Buy
306,572
+98,746
+48% +$4.96M 0.51% 53
2023
Q1 		$10.5M Buy
207,826
+12,657
+6% +$636K 0.4% 74
2022
Q4 		$9.58M Sell
195,169
-3,416
-2% -$166K 0.41% 71
2022
Q3 		$9.54M Sell
198,585
-166,712
-46% -$8.49M 0.45% 64
2022
Q2 		$18.6M Sell
365,297
-21,577
-6% -$1.12M 0.85% 28
2022
Q1 		$21.3M Buy
386,874
+94,769
+32% +$5.38M 0.95% 22
2021
Q4 		$17.4M Buy
292,105
+26,076
+10% +$1.56M 0.73% 27
2021
Q3 		$16M Buy
266,029
+8,572
+3% +$522K 0.95% 24
2021
Q2 		$15.6M Sell
257,457
-56,626
-18% -$3.38M 1.19% 19
2021
Q1 		$18.5M Buy
314,083
+144,517
+85% +$8.7M 1.84% 10
2020
Q4 		$10.5M Buy
+169,566
New +$10.4M 3.23% 6

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

NewEdge Wealth's USIG Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7% in Q2 2026, selling an estimated $196K and leaving 50,875 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #388.

NewEdge Wealth first reported a position in USIG in Q4 2020 and has held it in 19 quarters since. The position peaked at $29.5M in Q3 2024. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • NewEdge Wealth held 50,875 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.61M as of Q2 2026.
  • NewEdge Wealth sold 3,833 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $196K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #388 holding.
  • NewEdge Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • NewEdge Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $29.5M in Q3 2024.
  • 466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.