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Spectrum Strategic Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Spectrum Strategic Capital 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
Q1 		$359K Buy
6,998
+14
+0.2% +$725 0.19% 74
2025
Q4 		$362K Buy
+6,984
New +$364K 0.19% 74

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Spectrum Strategic Capital Management's USIG Position: Q1 2026 in Review

Spectrum Strategic Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.2% in Q1 2026, buying an estimated $725 and bringing the position to 6,998 shares worth $359K. The position accounts for 0.19% of the portfolio, ranked #74.

Spectrum Strategic Capital Management first reported a position in USIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $362K in Q4 2025. 457 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Spectrum Strategic Capital Management held 6,998 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $359K as of Q1 2026.
  • Spectrum Strategic Capital Management bought 14 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $725.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.19% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #74 holding.
  • Spectrum Strategic Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Spectrum Strategic Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $362K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.