Stifel Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $424M | Buy |
8,274,513
+1,165,613
| +16% | +$59.7M | 0.35% | 55 |
|
|
2026
Q1 | $364M | Buy |
7,108,900
+388,257
| +6% | +$20.1M | 0.33% | 63 |
|
|
2025
Q4 | $348M | Buy |
6,720,643
+1,928,945
| +40% | +$100M | 0.31% | 67 |
|
|
2025
Q3 | $250M | Buy |
4,791,698
+323,774
| +7% | +$16.7M | 0.23% | 96 |
|
|
2025
Q2 | $230M | Buy |
4,467,924
+45,458
| +1% | +$2.3M | 0.22% | 99 |
|
|
2025
Q1 | $226M | Buy |
4,422,466
+171,561
| +4% | +$8.69M | 0.24% | 90 |
|
|
2024
Q4 | $214M | Buy |
4,250,905
+901,237
| +27% | +$46.2M | 0.22% | 98 |
|
|
2024
Q3 | $176M | Buy |
3,349,668
+98,370
| +3% | +$5.08M | 0.18% | 124 |
|
|
2024
Q2 | $163M | Buy |
3,251,298
+103,519
| +3% | +$5.18M | 0.18% | 121 |
|
|
2024
Q1 | $160M | Sell |
3,147,779
-437,719
| -12% | -$22.2M | 0.18% | 130 |
|
|
2023
Q4 | $184M | Sell |
3,585,498
-151
| -0% | -$7.37K | 0.23% | 99 |
|
|
2023
Q3 | $172M | Buy |
3,585,649
+242,755
| +7% | +$11.9M | 0.24% | 92 |
|
|
2023
Q2 | $167M | Buy |
3,342,894
+85,313
| +3% | +$4.28M | 0.23% | 101 |
|
|
2023
Q1 | $165M | Buy |
3,257,581
+231,824
| +8% | +$11.6M | 0.24% | 99 |
|
|
2022
Q4 | $149M | Sell |
3,025,757
-46,122
| -2% | -$2.25M | 0.22% | 104 |
|
|
2022
Q3 | $148M | Sell |
3,071,879
-18,800
| -0.6% | -$958K | 0.24% | 98 |
|
|
2022
Q2 | $158M | Sell |
3,090,679
-60,086
| -2% | -$3.13M | 0.25% | 94 |
|
|
2022
Q1 | $173M | Buy |
3,150,765
+140,044
| +5% | +$7.95M | 0.24% | 100 |
|
|
2021
Q4 | $180M | Buy |
3,010,721
+89,765
| +3% | +$5.38M | 0.24% | 97 |
|
|
2021
Q3 | $176M | Buy |
2,920,956
+2,915,444
| +52,893% | +$178M | 0.26% | 92 |
|
|
2021
Q2 | $334K | Sell |
5,512
-1,291
| -19% | -$77.1K | ﹤0.01% | 2831 |
|
|
2021
Q1 | $402K | Sell |
6,803
-54,866
| -89% | -$3.3M | ﹤0.01% | 2614 |
|
|
2020
Q4 | $3.82M | Buy |
61,669
+6,657
| +12% | +$408K | 0.01% | 1005 |
|
|
2020
Q3 | $3.34M | Buy |
55,012
+47,944
| +678% | +$2.94M | 0.01% | 953 |
|
|
2020
Q2 | $427K | Buy |
+7,068
| New | +$414K | ﹤0.01% | 2148 |
|
|
2020
Q1 | – | Sell |
-5,488
| Closed | -$321K | – | 3087 |
|
|
2019
Q4 | $321K | Buy |
+5,488
| New | +$319K | ﹤0.01% | 2501 |
|
|
2019
Q3 | – | Sell |
-3,588
| Closed | -$204K | – | 2980 |
|
|
2019
Q2 | $204K | Buy |
+3,588
| New | +$199K | ﹤0.01% | 2710 |
|
|
2019
Q1 | – | Sell |
-8,430
| Closed | -$447K | – | 2857 |
|
|
2018
Q4 | $447K | Buy |
+8,430
| New | +$444K | ﹤0.01% | 1997 |
|
|
2017
Q1 | – | Sell |
-9,054
| Closed | -$495K | – | 2606 |
|
|
2016
Q4 | $495K | Sell |
9,054
-7,622
| -46% | -$421K | ﹤0.01% | 1777 |
|
|
2016
Q3 | $949K | Buy |
+16,676
| New | +$949K | ﹤0.01% | 1366 |
|
|
2015
Q2 | – | Sell |
-8,408
| Closed | -$477K | – | 2427 |
|
|
2015
Q1 | $477K | Buy |
+8,408
| New | +$475K | ﹤0.01% | 1644 |
|
Other funds holding USIG
TWIM
TCIIS
Stifel Financial's USIG Position: Q2 2026 in Review
Stifel Financial increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 16% in Q2 2026, buying an estimated $59.7M and bringing the position to 8,274,513 shares worth $424M. The position accounts for 0.35% of the portfolio, ranked #55.
Stifel Financial first reported a position in USIG in Q1 2015 and has held it in 31 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.
- Stifel Financial held 8,274,513 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $424M as of Q2 2026.
- Stifel Financial bought 1,165,613 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $59.7M.
- iShares Broad USD Investment Grade Corporate Bond ETF made up 0.35% of Stifel Financial's portfolio in Q2 2026, its #55 holding.
- Stifel Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 31 quarters since.
- 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.