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

True North 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 		$291K Buy
5,681
+68
+1% +$3.48K 0.03% 234
2026
Q1 		$288K Buy
5,613
+42
+0.8% +$2.17K 0.03% 213
2025
Q4 		$288K Buy
5,571
+87
+2% +$4.53K 0.04% 215
2025
Q3 		$286K Buy
+5,484
New +$283K 0.05% 178

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

True North Advisors's USIG Position: Q2 2026 in Review

True North Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.2% in Q2 2026, buying an estimated $3.48K and bringing the position to 5,681 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #234.

True North Advisors first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • True North Advisors held 5,681 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $291K as of Q2 2026.
  • True North Advisors bought 68 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.48K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #234 holding.
  • True North Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.