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

Stratos 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 Q2	$2.6M	Sell	50,685 -299	-0.6%	-$15.3K	0.09%	128
2026 Q1	$2.61M	Buy	50,984 +6,112	+14%	+$316K	0.1%	121
2025 Q4	$2.32M	Buy	44,872 +1,338	+3%	+$69.7K	0.09%	123
2025 Q3	$2.27M	Sell	43,534 -1,465	-3%	-$75.6K	0.09%	123
2025 Q2	$2.31M	Buy	44,999 +2,616	+6%	+$132K	0.11%	127
2025 Q1	$2.16M	Buy	42,383 +647	+2%	+$32.8K	0.12%	116
2024 Q4	$2.1M	Buy	41,736 +28,863	+224%	+$1.48M	0.13%	100
2024 Q3	$677K	Buy	+12,873	New	+$664K	0.05%	135

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stratos Investment Management's USIG Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.59% in Q2 2026, selling an estimated $15.3K and leaving 50,685 shares worth $2.6M. The position accounts for 0.09% of the portfolio, ranked #128.

Stratos Investment Management first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Stratos Investment Management held 50,685 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.6M as of Q2 2026.
Stratos Investment Management sold 299 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.3K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.09% of Stratos Investment Management's portfolio in Q2 2026, its #128 holding.
Stratos Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Stratos Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.61M in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.