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

Summit Asset 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	$2.73M	Hold	53,281	–	–	0.35%	44
2026 Q1	$2.73M	Buy	53,281 +16,109	+43%	+$834K	0.38%	41
2025 Q4	$1.92M	Sell	37,172 -747	-2%	-$38.9K	0.27%	49
2025 Q3	$1.98M	Hold	37,919	–	–	0.3%	48
2025 Q2	$1.95M	Hold	37,919	–	–	0.32%	44
2025 Q1	$1.94M	Sell	37,919 -556	-1%	-$28.2K	0.34%	40
2024 Q4	$1.93M	Buy	+38,475	New	+$1.97M	0.34%	39

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

Summit Asset Management's USIG Position: Q2 2026 in Review

Summit Asset Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 53,281 shares worth $2.73M. The position accounts for 0.35% of the portfolio, ranked #44.

Summit Asset Management first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Summit Asset Management held 53,281 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.73M as of Q2 2026.
Summit Asset Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.35% of Summit Asset Management's portfolio in Q2 2026, its #44 holding.
Summit Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.