OpenArc Corporate Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

OpenArc Corporate Advisory’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	$361K	Sell	7,048 -10,007	-59%	-$513K	﹤0.01%	571
2026 Q1	$874K	Sell	17,055 -10,944	-39%	-$567K	0.01%	339
2025 Q4	$1.45M	Buy	+27,999	New	+$1.46M	0.02%	253

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

OpenArc Corporate Advisory's USIG Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 59% in Q2 2026, selling an estimated $513K and leaving 7,048 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

OpenArc Corporate Advisory first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

OpenArc Corporate Advisory held 7,048 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $361K as of Q2 2026.
OpenArc Corporate Advisory sold 10,007 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $513K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #571 holding.
OpenArc Corporate Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.45M in Q4 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.