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Valmark Advisers’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Valmark Advisers’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 		$175M Buy
3,405,952
+390,467
+13% +$20M 1.85% 14
2026
Q1 		$154M Buy
3,015,485
+61,864
+2% +$3.2M 1.84% 14
2025
Q4 		$153M Buy
2,953,621
+24,497
+0.8% +$1.28M 1.88% 14
2025
Q3 		$153M Buy
2,929,124
+149,669
+5% +$7.72M 1.98% 15
2025
Q2 		$143M Buy
2,779,455
+89,026
+3% +$4.5M 1.99% 14
2025
Q1 		$137M Buy
2,690,429
+134,255
+5% +$6.8M 2.07% 14
2024
Q4 		$129M Buy
2,556,174
+122,053
+5% +$6.25M 1.99% 14
2024
Q3 		$128M Buy
2,434,121
+82,968
+4% +$4.28M 2% 15
2024
Q2 		$118M Buy
2,351,153
+190,449
+9% +$9.53M 2% 15
2024
Q1 		$110M Buy
2,160,704
+58,326
+3% +$2.95M 1.91% 15
2023
Q4 		$108M Buy
2,102,378
+29,095
+1% +$1.42M 2.02% 15
2023
Q3 		$99.7M Buy
2,073,283
+52,297
+3% +$2.57M 2.07% 15
2023
Q2 		$101M Buy
2,020,986
+124,032
+7% +$6.23M 2.06% 15
2023
Q1 		$96.1M Buy
1,896,954
+213,559
+13% +$10.7M 2.07% 14
2022
Q4 		$82.7M Buy
1,683,395
+73,023
+5% +$3.56M 1.91% 14
2022
Q3 		$77.4M Buy
1,610,372
+38,272
+2% +$1.95M 1.56% 18
2022
Q2 		$80.1M Buy
1,572,100
+144,674
+10% +$7.53M 1.56% 19
2022
Q1 		$78.6M Buy
+1,427,426
New +$81M 1.38% 19
2021
Q1 		– Sell
-3,407
Closed -$211K – 391
2020
Q4 		$211K Sell
3,407
-38
-1% -$2.33K ﹤0.01% 334
2020
Q3 		$210K Buy
3,445
+39
+1% +$2.39K ﹤0.01% 283
2020
Q2 		$205K Buy
+3,406
New +$199K ﹤0.01% 263

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

Valmark Advisers's USIG Position: Q2 2026 in Review

Valmark Advisers increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 13% in Q2 2026, buying an estimated $20M and bringing the position to 3,405,952 shares worth $175M. The position accounts for 1.85% of the portfolio, ranked #14.

Valmark Advisers first reported a position in USIG in Q2 2020 and has held it in 21 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Valmark Advisers held 3,405,952 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $175M as of Q2 2026.
  • Valmark Advisers bought 390,467 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.85% of Valmark Advisers's portfolio in Q2 2026, its #14 holding.
  • Valmark Advisers first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.