Sanctuary Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sanctuary Advisors’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	$6.38M	Buy	124,308 +19,073	+18%	+$977K	0.03%	531
2026 Q1	$5.39M	Buy	105,235 +3,714	+4%	+$192K	0.03%	543
2025 Q4	$5.26M	Sell	101,521 -245	-0.2%	-$12.8K	0.03%	535
2025 Q3	$5.31M	Buy	101,766 +13,222	+15%	+$682K	0.03%	514
2025 Q2	$4.55M	Buy	88,544 +10,273	+13%	+$519K	0.03%	542
2025 Q1	$4M	Buy	78,271 +1,412	+2%	+$71.5K	0.03%	534
2024 Q4	$3.89M	Sell	76,859 -14,795	-16%	-$758K	0.02%	594
2024 Q3	$4.66M	Sell	91,654 -74,385	-45%	-$3.84M	0.03%	525
2024 Q2	$8.21M	Buy	+166,039	New	+$8.31M	0.06%	327

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

Sanctuary Advisors's USIG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 18% in Q2 2026, buying an estimated $977K and bringing the position to 124,308 shares worth $6.38M. The position accounts for 0.03% of the portfolio, ranked #531.

Sanctuary Advisors first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.21M in Q2 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Sanctuary Advisors held 124,308 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.38M as of Q2 2026.
Sanctuary Advisors bought 19,073 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $977K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #531 holding.
Sanctuary Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.21M in Q2 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.