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

TD Capital 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 Q3	$261K	Hold	5,350	–	–	0.02%	130
2026 Q2	$274K	Hold	5,350	–	–	0.02%	122
2026 Q1	$274K	Hold	5,350	–	–	0.02%	113
2025 Q4	$277K	Hold	5,350	–	–	0.02%	113
2025 Q3	$279K	Hold	5,350	–	–	0.03%	112
2025 Q2	$275K	Hold	5,350	–	–	0.03%	104
2025 Q1	$273K	Hold	5,350	–	–	0.03%	90
2024 Q4	$269K	Sell	5,350 -867	-14%	-$44.4K	0.03%	93
2024 Q3	$327K	Buy	6,217 +6	+0.1%	+$310	0.03%	86
2024 Q2	$312K	Buy	6,211 +6	+0.1%	+$300	0.03%	84
2024 Q1	$315K	Buy	6,205 +1,144	+23%	+$57.9K	0.03%	85
2023 Q4	$259K	Sell	5,061 -52	-1%	-$2.54K	0.03%	88
2023 Q3	$246K	Buy	5,113 +6	+0.1%	+$295	0.03%	87
2023 Q2	$256K	Buy	5,107 +5	+0.1%	+$251	0.03%	84
2023 Q1	$258K	Sell	5,102 -67	-1%	-$3.37K	0.03%	80
2022 Q4	$254K	Buy	5,169 +4,286	+485%	+$209K	0.03%	75
2022 Q3	$42K	Buy	+883	New	+$45K	0.01%	170

Other funds holding USIG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

TD Capital Management's USIG Position: Q3 2026 in Review

TD Capital Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 5,350 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #130.

TD Capital Management first reported a position in USIG in Q3 2022 and has held it in 17 quarters since. The position peaked at $327K in Q3 2024. 310 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

TD Capital Management held 5,350 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $261K as of Q3 2026.
TD Capital Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of TD Capital Management's portfolio in Q3 2026, its #130 holding.
TD Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
TD Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $327K in Q3 2024.
310 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.