TFB Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

TFB Advisors’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	$848K	Buy	16,531 +231	+1%	+$11.8K	0.37%	63
2026 Q1	$835K	Sell	16,300 -10,048	-38%	-$520K	0.44%	53
2025 Q4	$1.36M	Buy	26,348 +1,110	+4%	+$57.8K	0.38%	58
2025 Q3	$1.32M	Buy	25,238 +3,936	+18%	+$203K	0.39%	58
2025 Q2	$1.1M	Buy	21,302 +368	+2%	+$18.6K	0.29%	81
2025 Q1	$1.07M	Sell	20,934 -1,170	-5%	-$59.3K	0.31%	78
2024 Q4	$1.11M	Buy	22,104 +4,984	+29%	+$255K	0.32%	71
2024 Q3	$900K	Buy	17,120 +424	+3%	+$21.9K	0.27%	89
2024 Q2	$838K	Buy	16,696 +91	+0.5%	+$4.55K	0.27%	85
2024 Q1	$820K	Buy	16,605 +8,358	+101%	+$423K	0.3%	78
2023 Q4	$423K	Buy	+8,247	New	+$402K	0.22%	95
2023 Q3	–	Sell	-12,444	Closed	-$623K	–	217
2023 Q2	$623K	Buy	12,444 +2,385	+24%	+$120K	0.27%	88
2023 Q1	$510K	Buy	10,059 +324	+3%	+$16.3K	0.39%	50
2022 Q4	$478K	Buy	+9,735	New	+$474K	0.4%	50

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

TFB Advisors's USIG Position: Q2 2026 in Review

TFB Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 16,531 shares worth $848K. The position accounts for 0.37% of the portfolio, ranked #63.

TFB Advisors first reported a position in USIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

TFB Advisors held 16,531 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $848K as of Q2 2026.
TFB Advisors bought 231 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.37% of TFB Advisors's portfolio in Q2 2026, its #63 holding.
TFB Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
TFB Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.36M in Q4 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.