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 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

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

TD Capital Management's USIG Position: Q2 2026 in Review

TD Capital Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 5,350 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #122.

TD Capital Management first reported a position in USIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $327K in Q3 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

TD Capital Management held 5,350 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $274K as of Q2 2026.
TD Capital 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 0.02% of TD Capital Management's portfolio in Q2 2026, its #122 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 16 quarters since.
TD Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $327K in Q3 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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