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

Truvestments Capital’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 		$197K Buy
3,848
+25
+0.7% +$1.28K 0.03% 328
2026
Q1 		$196K Sell
3,823
-584
-13% -$30.2K 0.04% 312
2025
Q4 		$228K Sell
4,407
-378
-8% -$19.7K 0.04% 278
2025
Q3 		$250K Sell
4,785
-136
-3% -$7.02K 0.05% 265
2025
Q2 		$253K Sell
4,921
-688
-12% -$34.8K 0.05% 227
2025
Q1 		$287K Buy
5,609
+136
+2% +$6.89K 0.06% 209
2024
Q4 		$275K Sell
5,473
-1,005
-16% -$51.5K 0.07% 187
2024
Q3 		$341K Sell
6,478
-209
-3% -$10.8K 0.09% 163
2024
Q2 		$336K Sell
6,687
-421
-6% -$21.1K 0.13% 155
2024
Q1 		$361K Sell
7,108
-901
-11% -$45.6K 0.14% 148
2023
Q4 		$411K Sell
8,009
-165
-2% -$8.05K 0.19% 100
2023
Q3 		$393K Sell
8,174
-418
-5% -$20.6K 0.2% 90
2023
Q2 		$430K Sell
8,592
-3
-0% -$151 0.21% 86
2023
Q1 		$435K Sell
8,595
-1,593
-16% -$80K 0.23% 81
2022
Q4 		$500K Sell
10,188
-1,251
-11% -$61K 0.28% 77
2022
Q3 		$550K Sell
11,439
-240
-2% -$12.2K 0.35% 69
2022
Q2 		$595K Sell
11,679
-205
-2% -$10.7K 0.35% 66
2022
Q1 		$654K Sell
11,884
-885
-7% -$50.2K 0.36% 69
2021
Q4 		$763K Buy
12,769
+746
+6% +$44.7K 0.38% 67
2021
Q3 		$723K Sell
12,023
-1,794
-13% -$109K 0.4% 64
2021
Q2 		$837K Sell
13,817
-520
-4% -$31.1K 0.46% 59
2021
Q1 		$846K Buy
14,337
+1,284
+10% +$77.3K 0.48% 60
2020
Q4 		$808K Sell
13,053
-901
-6% -$55.2K 0.56% 58
2020
Q3 		$848K Buy
13,954
+2,571
+23% +$157K 0.77% 44
2020
Q2 		$687K Buy
11,383
+503
+5% +$29.4K 0.7% 44
2020
Q1 		$609K Buy
+10,880
New +$632K 0.77% 38
2019
Q4 		– Sell
-414
Closed -$24K – 561
2019
Q3 		$24K Hold
414
– – 0.02% 382
2019
Q2 		$24K Hold
414
– – 0.02% 393
2019
Q1 		$23K Buy
+414
New +$22.3K 0.02% 380

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

Truvestments Capital's USIG Position: Q2 2026 in Review

Truvestments Capital increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.65% in Q2 2026, buying an estimated $1.28K and bringing the position to 3,848 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #328.

Truvestments Capital first reported a position in USIG in Q1 2019 and has held it in 29 quarters since. The position peaked at $848K in Q3 2020. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Truvestments Capital held 3,848 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $197K as of Q2 2026.
  • Truvestments Capital bought 25 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.28K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Truvestments Capital's portfolio in Q2 2026, its #328 holding.
  • Truvestments Capital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Truvestments Capital's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $848K in Q3 2020.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.