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NorthRock Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

NorthRock Partners’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 		$1.03M Buy
20,182
+597
+3% +$30.9K 0.02% 293
2025
Q4 		$1.01M Buy
19,585
+1,957
+11% +$102K 0.02% 271
2025
Q3 		$921K Buy
+17,628
New +$909K 0.02% 367
2025
Q2 		– Sell
-2,295
Closed -$117K – 922
2025
Q1 		$117K Sell
2,295
-294
-11% -$14.9K ﹤0.01% 617
2024
Q4 		$130K Buy
2,589
+66
+3% +$3.38K ﹤0.01% 593
2024
Q3 		$133K Buy
2,523
+2,275
+917% +$117K ﹤0.01% 634
2024
Q2 		$12.5K Hold
248
– – ﹤0.01% 742
2024
Q1 		$12.6K Buy
248
+114
+85% +$5.77K ﹤0.01% 731
2023
Q4 		$6.87K Buy
+134
New +$6.54K ﹤0.01% 696

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

NorthRock Partners's USIG Position: Q1 2026 in Review

NorthRock Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3% in Q1 2026, buying an estimated $30.9K and bringing the position to 20,182 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #293.

NorthRock Partners first reported a position in USIG in Q4 2023 and has held it in 9 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • NorthRock Partners held 20,182 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.03M as of Q1 2026.
  • NorthRock Partners bought 597 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $30.9K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #293 holding.
  • NorthRock Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.