Sunbelt Securities’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sunbelt Securities’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	$2.97K	Hold	58	–	–	﹤0.01%	1816
2025 Q4	$3K	Hold	58	–	–	﹤0.01%	1762
2025 Q3	$3.03K	Sell	58 -412	-88%	-$21.3K	﹤0.01%	1747
2025 Q2	$23.6K	Buy	470 +412	+710%	+$20.8K	﹤0.01%	1128
2025 Q1	$2.96K	Sell	58 -412	-88%	-$20.9K	﹤0.01%	1514
2024 Q4	$23.7K	Sell	470 -818	-64%	-$41.9K	﹤0.01%	1126
2024 Q3	$67.7K	Buy	1,288 +827	+179%	+$42.7K	0.01%	866
2024 Q2	$23.1K	Buy	461 +4	+0.9%	+$200	﹤0.01%	1092
2024 Q1	$23.2K	Buy	457 +60	+15%	+$3.04K	﹤0.01%	1061
2023 Q4	$20.3K	Buy	397 +5	+1%	+$244	﹤0.01%	1024
2023 Q3	$18.8K	Buy	392 +4	+1%	+$197	﹤0.01%	1031
2023 Q2	$19.4K	Buy	388 +3	+0.8%	+$151	﹤0.01%	1032
2023 Q1	$19.4K	Buy	+385	New	+$19.3K	﹤0.01%	969

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

Sunbelt Securities's USIG Position: Q1 2026 in Review

Sunbelt Securities held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 58 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Sunbelt Securities first reported a position in USIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $67.7K in Q3 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Sunbelt Securities held 58 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.97K as of Q1 2026.
Sunbelt Securities left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1816 holding.
Sunbelt Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $67.7K in Q3 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.