Raymond James Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Raymond James Financial’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	$35.4M	Buy	690,017 +10,172	+1%	+$521K	0.01%	1155
2026 Q1	$34.8M	Sell	679,845 -1,214,265	-64%	-$62.9M	0.01%	1084
2025 Q4	$98.1M	Buy	1,894,110 +1,244,378	+192%	+$64.8M	0.03%	516
2025 Q3	$33.9M	Buy	649,732 +22,887	+4%	+$1.18M	0.01%	1044
2025 Q2	$32.2M	Sell	626,845 -81,237	-11%	-$4.11M	0.01%	1042
2025 Q1	$36.2M	Buy	708,082 +111,035	+19%	+$5.63M	0.01%	909
2024 Q4	$30M	Buy	+597,047	New	+$30.6M	0.01%	1036

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

Raymond James Financial's USIG Position: Q2 2026 in Review

Raymond James Financial increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.5% in Q2 2026, buying an estimated $521K and bringing the position to 690,017 shares worth $35.4M. The position accounts for 0.01% of the portfolio, ranked #1155.

Raymond James Financial first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.1M in Q4 2025. 468 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Raymond James Financial held 690,017 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $35.4M as of Q2 2026.
Raymond James Financial bought 10,172 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $521K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1155 holding.
Raymond James Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $98.1M in Q4 2025.
468 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.