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

Synergy 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	$289K	Buy	5,646 +83	+1%	+$4.25K	0.07%	135
2026 Q1	$285K	Buy	5,563 +227	+4%	+$11.8K	0.09%	112
2025 Q4	$276K	Sell	5,336 -1,319	-20%	-$68.7K	0.1%	111
2025 Q3	$348K	Sell	6,655 -3,139	-32%	-$162K	0.13%	95
2025 Q2	$504K	Sell	9,794 -16,615	-63%	-$840K	0.3%	42
2025 Q1	$1.35M	Sell	26,409 -27,429	-51%	-$1.39M	0.56%	41
2024 Q4	$2.71M	Buy	+53,838	New	+$2.76M	1.16%	21

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

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

Synergy Investment Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.5% in Q2 2026, buying an estimated $4.25K and bringing the position to 5,646 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #135.

Synergy Investment Management first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.71M in Q4 2024. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Synergy Investment Management held 5,646 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $289K as of Q2 2026.
Synergy Investment Management bought 83 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.25K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #135 holding.
Synergy Investment 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.
Synergy Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.71M in Q4 2024.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.