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Rothschild Investment LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Rothschild Investment LLC’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 		$37 Sell
1
-181
-99% -$9.27K ﹤0.01% 3574
2026
Q1 		$9.34K Sell
182
-15
-8% -$777 ﹤0.01% 1721
2025
Q4 		$10.2K Buy
197
+3
+2% +$156 ﹤0.01% 1565
2025
Q3 		$10.1K Buy
194
+2
+1% +$103 ﹤0.01% 1443
2025
Q2 		$9.85K Buy
192
+3
+2% +$152 ﹤0.01% 1222
2025
Q1 		$9.67K Buy
189
+1
+0.5% +$51 ﹤0.01% 1179
2024
Q4 		$9.45K Buy
188
+3
+2% +$154 ﹤0.01% 1165
2024
Q3 		$9.73K Buy
185
+2
+1% +$103 ﹤0.01% 1143
2024
Q2 		$9.19K Buy
183
+2
+1% +$100 ﹤0.01% 1118
2024
Q1 		$9.19K Buy
+181
New +$9.16K ﹤0.01% 1063

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Rothschild Investment LLC's USIG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 99% in Q2 2026, selling an estimated $9.27K and leaving 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #3574.

Rothschild Investment LLC first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.2K in Q4 2025. 262 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Rothschild Investment LLC held 1 share of iShares Broad USD Investment Grade Corporate Bond ETF worth $37 as of Q2 2026.
  • Rothschild Investment LLC sold 181 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3574 holding.
  • Rothschild Investment LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $10.2K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.