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Strategic Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Strategic Investment Advisors’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 		$21.9M Buy
426,907
+192,960
+82% +$9.99M 1.51% 18
2025
Q4 		$12.1M Buy
233,947
+233,121
+28,223% +$12.1M 1.05% 24
2025
Q3 		$11.5M Sell
826
-156,133
-99% -$8.06M 1.03% 29
2025
Q2 		$8.07M Buy
156,959
+16,882
+12% +$853K 0.78% 31
2025
Q1 		$7.16M Buy
140,077
+14,310
+11% +$725K 0.76% 33
2024
Q4 		$6.32M Buy
125,767
+39,418
+46% +$2.02M 0.67% 35
2024
Q3 		$4.54M Buy
86,349
+3,383
+4% +$175K 0.5% 41
2024
Q2 		$4.17M Buy
82,966
+5,082
+7% +$254K 0.51% 38
2024
Q1 		$3.95M Buy
77,884
+6,123
+9% +$310K 0.51% 40
2023
Q4 		$3.68M Sell
71,761
-1,344
-2% -$65.6K 0.53% 41
2023
Q3 		$3.51M Buy
+73,105
New +$3.6M 0.58% 34
2023
Q2 		– Sell
-56,088
Closed -$2.84M – 247
2023
Q1 		$2.84M Buy
56,088
+867
+2% +$43.6K 0.51% 32
2022
Q4 		$2.71M Buy
55,221
+1,333
+2% +$64.9K 0.56% 35
2022
Q3 		$2.59M Buy
53,888
+16,896
+46% +$861K 0.58% 31
2022
Q2 		$1.89M Sell
36,992
-234
-0.6% -$12.2K 0.38% 44
2022
Q1 		$2.05M Buy
+37,226
New +$2.11M 0.39% 44

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 $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

Strategic Investment Advisors's USIG Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 82% in Q1 2026, buying an estimated $9.99M and bringing the position to 426,907 shares worth $21.9M. The position accounts for 1.51% of the portfolio, ranked #18.

Strategic Investment Advisors first reported a position in USIG in Q1 2022 and has held it in 16 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Strategic Investment Advisors held 426,907 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $21.9M as of Q1 2026.
  • Strategic Investment Advisors bought 192,960 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $9.99M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.51% of Strategic Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Strategic Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.