North Star Investment Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

North Star Investment Management’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	$172K	Buy	3,354 +40	+1%	+$2.05K	0.01%	530
2026 Q1	$170K	Buy	3,314 +25	+0.8%	+$1.29K	0.01%	518
2025 Q4	$170K	Buy	3,289 +51	+2%	+$2.66K	0.01%	466
2025 Q3	$169K	Buy	3,238 +38	+1%	+$1.96K	0.01%	451
2025 Q2	$165K	Buy	3,200 +36	+1%	+$1.82K	0.01%	444
2025 Q1	$162K	Buy	3,164 +24	+0.8%	+$1.22K	0.01%	438
2024 Q4	$158K	Buy	3,140 +48	+2%	+$2.46K	0.01%	444
2024 Q3	$163K	Buy	3,092 +34	+1%	+$1.75K	0.01%	434
2024 Q2	$154K	Buy	3,058 +34	+1%	+$1.7K	0.01%	441
2024 Q1	$154K	Buy	+3,024	New	+$153K	0.01%	452

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

North Star Investment Management's USIG Position: Q2 2026 in Review

North Star Investment Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.2% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,354 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #530.

North Star Investment Management first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

North Star Investment Management held 3,354 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $172K as of Q2 2026.
North Star Investment Management bought 40 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.05K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #530 holding.
North Star Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.