UBS AM
USIG icon

UBS AM’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

UBS AM’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 		$565M Sell
11,011,795
-599,153
-5% -$30.7M 0.1% 160
2026
Q1 		$595M Buy
11,610,948
+8,458,989
+268% +$438M 0.12% 149
2025
Q4 		$163M Buy
+3,151,959
New +$164M 0.03% 399
2024
Q2 		– Sell
-44,400,638
Closed -$2.25B – 2883
2024
Q1 		$2.25B Buy
+44,400,638
New +$2.25B 0.8% 17
2019
Q4 		– Sell
-62,448
Closed -$3.64M – 2823
2019
Q3 		$3.64M Sell
62,448
-1,153
-2% -$66.5K ﹤0.01% 1338
2019
Q2 		$3.63M Sell
63,601
-6,058
-9% -$337K ﹤0.01% 1328
2019
Q1 		$3.85M Sell
69,659
-55,219
-44% -$2.98M ﹤0.01% 1244
2018
Q4 		$6.61M Sell
124,878
-78,876
-39% -$4.16M 0.01% 983
2018
Q3 		$10.9M Sell
203,754
-17,212
-8% -$925K 0.01% 913
2018
Q2 		$11.8M Buy
220,966
+15,784
+8% +$848K 0.01% 907
2018
Q1 		$11.2M Buy
205,182
+87,136
+74% +$4.78M 0.01% 909
2017
Q4 		$6.61M Sell
118,046
-6,844
-5% -$383K 0.01% 1022
2017
Q3 		$7.01M Buy
124,890
+1,224
+1% +$68.6K 0.01% 991
2017
Q2 		$6.91M Sell
123,666
-17,908
-13% -$994K 0.01% 962
2017
Q1 		$7.78M Buy
141,574
+130,396
+1,167% +$7.13M 0.01% 942
2016
Q4 		$610K Buy
+11,178
New +$617K ﹤0.01% 1759
2016
Q3 		– Hold
0
– – – 2389
2016
Q2 		– Hold
0
– – – 2432
2015
Q4 		– Hold
0
– – – 1813

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS AM's USIG Position: Q2 2026 in Review

UBS AM reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.2% in Q2 2026, selling an estimated $30.7M and leaving 11,011,795 shares worth $565M. The position accounts for 0.1% of the portfolio, ranked #160.

UBS AM first reported a position in USIG in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.25B in Q1 2024. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • UBS AM held 11,011,795 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $565M as of Q2 2026.
  • UBS AM sold 599,153 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.7M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of UBS AM's portfolio in Q2 2026, its #160 holding.
  • UBS AM first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 16 quarters since.
  • UBS AM's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.25B in Q1 2024.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.