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Stone House Investment Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Stone House Investment 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 		– Sell
-527
Closed -$27.3K – 1157
2025
Q4 		$27.3K Buy
+527
New +$27.4K ﹤0.01% 222

Other funds holding USIG

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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 $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stone House Investment Management's USIG Position: Q1 2026 in Review

Stone House Investment Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 527 shares — an estimated $27.3K sold.

Stone House Investment Management first reported a position in USIG in Q4 2025 and held it in 1 quarter. The position peaked at $27.3K in Q4 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Stone House Investment Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 527 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $27.3K.
  • Stone House Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Stone House Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $27.3K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.