Robertson Stephens Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Robertson Stephens Wealth 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	$12.5M	Buy	242,928 +4,959	+2%	+$254K	0.31%	62
2026 Q1	$12.2M	Sell	237,969 -7,993	-3%	-$414K	0.34%	56
2025 Q4	$12.7M	Buy	245,962 +7,806	+3%	+$407K	0.33%	59
2025 Q3	$12.4M	Sell	238,156 -2,077	-0.9%	-$107K	0.38%	50
2025 Q2	$12.4M	Sell	240,233 -26,066	-10%	-$1.32M	0.39%	50
2025 Q1	$13.6M	Buy	266,299 +3,340	+1%	+$169K	0.47%	44
2024 Q4	$13.2M	Sell	262,959 -96,241	-27%	-$4.93M	0.47%	42
2024 Q3	$18.9M	Buy	+359,200	New	+$18.5M	0.68%	34
2024 Q2	–	Sell	-9,070	Closed	-$460K	–	540
2024 Q1	$460K	Sell	9,070 -1,191	-12%	-$60.3K	0.02%	353
2023 Q4	$526K	Buy	+10,261	New	+$501K	0.03%	305

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

Robertson Stephens Wealth Management's USIG Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.1% in Q2 2026, buying an estimated $254K and bringing the position to 242,928 shares worth $12.5M. The position accounts for 0.31% of the portfolio, ranked #62.

Robertson Stephens Wealth Management first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.9M in Q3 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Robertson Stephens Wealth Management held 242,928 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $12.5M as of Q2 2026.
Robertson Stephens Wealth Management bought 4,959 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $254K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.31% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #62 holding.
Robertson Stephens Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $18.9M in Q3 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.