Noesis Capital Mangement’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Noesis Capital Mangement’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	$278K	Hold	5,419	–	–	0.03%	108
2026 Q1	$278K	Hold	5,419	–	–	0.04%	100
2025 Q4	$281K	Hold	5,419	–	–	0.04%	104
2025 Q3	$283K	Buy	5,419 +467	+9%	+$24.1K	0.04%	98
2025 Q2	$255K	Hold	4,952	–	–	0.04%	109
2025 Q1	$253K	Hold	4,952	–	–	0.05%	106
2024 Q4	$249K	Hold	4,952	–	–	0.05%	100
2024 Q3	$260K	Hold	4,952	–	–	0.05%	102
2024 Q2	$249K	Hold	4,952	–	–	0.06%	93
2024 Q1	$251K	Hold	4,952	–	–	0.06%	81
2023 Q4	$254K	Hold	4,952	–	–	0.06%	90
2023 Q3	$238K	Hold	4,952	–	–	0.06%	91
2023 Q2	$248K	Hold	4,952	–	–	0.06%	93
2023 Q1	$251K	Hold	4,952	–	–	0.06%	91
2022 Q4	$245K	Hold	4,952	–	–	0.07%	95
2022 Q3	$238K	Hold	4,952	–	–	0.07%	89
2022 Q2	$252K	Hold	4,952	–	–	0.07%	86
2022 Q1	$273K	Buy	+4,952	New	+$281K	0.07%	93

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

Noesis Capital Mangement's USIG Position: Q2 2026 in Review

Noesis Capital Mangement held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 5,419 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #108.

Noesis Capital Mangement first reported a position in USIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $283K in Q3 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Noesis Capital Mangement held 5,419 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $278K as of Q2 2026.
Noesis Capital Mangement left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Noesis Capital Mangement's portfolio in Q2 2026, its #108 holding.
Noesis Capital Mangement first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Noesis Capital Mangement's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $283K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.