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

Summit Financial’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	$560K	Buy	10,927 +123	+1%	+$6.37K	0.01%	958
2025 Q4	$559K	Sell	10,804 -2,420	-18%	-$126K	0.01%	857
2025 Q3	$691K	Buy	13,224 +1,184	+10%	+$61.1K	0.01%	772
2025 Q2	$619K	Sell	12,040 -704	-6%	-$35.6K	0.01%	519
2025 Q1	$651K	Sell	12,744 -5,973	-32%	-$303K	0.02%	451
2024 Q4	$941K	Sell	18,717 -9,339	-33%	-$478K	0.03%	325
2024 Q3	$1.48M	Sell	28,056 -3,829	-12%	-$198K	0.06%	212
2024 Q2	$1.6M	Buy	31,885 +24,824	+352%	+$1.24M	0.07%	176
2024 Q1	$358K	Sell	7,061 -1,733	-20%	-$87.7K	0.02%	301
2023 Q4	$451K	Sell	8,794 -1	-0%	-$49	0.03%	256
2023 Q3	$423K	Hold	8,795	–	–	0.03%	258
2023 Q2	$441K	Buy	+8,795	New	+$441K	0.03%	242

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Financial's USIG Position: Q1 2026 in Review

Summit Financial increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q1 2026, buying an estimated $6.37K and bringing the position to 10,927 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #958.

Summit Financial first reported a position in USIG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Summit Financial held 10,927 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $560K as of Q1 2026.
Summit Financial bought 123 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $6.37K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #958 holding.
Summit Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Summit Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.6M in Q2 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.