Smartleaf Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Smartleaf Asset 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	$6.97M	Hold	135,350	–	–	0.23%	82
2026 Q1	$6.9M	Buy	135,350 +38,622	+40%	+$2M	0.25%	73
2025 Q4	$5.02M	Buy	96,728 +52,811	+120%	+$2.75M	0.19%	90
2025 Q3	$2.29M	Buy	43,917 +23,842	+119%	+$1.23M	0.14%	153
2025 Q2	$1.03M	Buy	20,075 +2,358	+13%	+$119K	0.09%	246
2025 Q1	$903K	Buy	17,717 +5,094	+40%	+$258K	0.09%	252
2024 Q4	$636K	Buy	12,623 +1,726	+16%	+$88.4K	0.06%	292
2024 Q3	$574K	Buy	10,897 +810	+8%	+$41.8K	0.07%	279
2024 Q2	$509K	Buy	10,087 +5,478	+119%	+$274K	0.08%	242
2024 Q1	$234K	Buy	4,609 +869	+23%	+$44K	0.05%	325
2023 Q4	$192K	Buy	+3,740	New	+$182K	0.05%	321

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

Smartleaf Asset Management's USIG Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 135,350 shares worth $6.97M. The position accounts for 0.23% of the portfolio, ranked #82.

Smartleaf Asset Management first reported a position in USIG in Q4 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Smartleaf Asset Management held 135,350 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.97M as of Q2 2026.
Smartleaf Asset Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.23% of Smartleaf Asset Management's portfolio in Q2 2026, its #82 holding.
Smartleaf Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.