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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
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 $1.37T 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 $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 Wealth's USIG Position: Q1 2026 in Review

NewEdge Wealth opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026: 54,708 shares worth $2.8M. The stake represents 0.03% of the portfolio and ranks #343 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in USIG as recently as Q4 2024.

NewEdge Wealth first reported a position in USIG in Q4 2020 and has held it in 18 quarters since. The position peaked at $29.5M in Q3 2024. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • NewEdge Wealth held 54,708 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.8M as of Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new NewEdge Wealth position in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #343 holding.
  • NewEdge Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $29.5M in Q3 2024.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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