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 Q2	$875K	Sell	17,062 -3,120	-15%	-$160K	0.01%	329
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 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

NorthRock Partners's USIG Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 15% in Q2 2026, selling an estimated $160K and leaving 17,062 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #329.

NorthRock Partners first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q1 2026. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

NorthRock Partners held 17,062 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $875K as of Q2 2026.
NorthRock Partners sold 3,120 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $160K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #329 holding.
NorthRock Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
NorthRock Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.03M in Q1 2026.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.