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Sterling Investment Counsel’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sterling Investment Counsel’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 		$254K Sell
4,943
-190
-4% -$9.73K 0.06% 172
2026
Q1 		$263K Buy
+5,133
New +$266K 0.07% 164

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Sterling Investment Counsel's USIG Position: Q2 2026 in Review

Sterling Investment Counsel reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.7% in Q2 2026, selling an estimated $9.73K and leaving 4,943 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #172.

Sterling Investment Counsel first reported a position in USIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $263K in Q1 2026. 195 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Sterling Investment Counsel held 4,943 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $254K as of Q2 2026.
  • Sterling Investment Counsel sold 190 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.73K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #172 holding.
  • Sterling Investment Counsel first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Sterling Investment Counsel's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $263K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.