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Van Hulzen Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Van Hulzen Asset Management’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
Q1 		$1.09M Buy
21,313
+490
+2% +$25.4K 0.08% 153
2025
Q4 		$1.08M Buy
20,823
+1,959
+10% +$102K 0.08% 151
2025
Q3 		$985K Buy
18,864
+375
+2% +$19.3K 0.07% 163
2025
Q2 		$951K Buy
18,489
+471
+3% +$23.8K 0.08% 158
2025
Q1 		$920K Buy
18,018
+818
+5% +$41.4K 0.08% 158
2024
Q4 		$865K Buy
17,200
+3,489
+25% +$179K 0.06% 174
2024
Q3 		$721K Buy
13,711
+699
+5% +$36.1K 0.05% 188
2024
Q2 		$653K Buy
13,012
+1,233
+10% +$61.7K 0.04% 182
2024
Q1 		$598K Buy
11,779
+1,088
+10% +$55.1K 0.04% 211
2023
Q4 		$548K Buy
10,691
+1,151
+12% +$56.2K 0.04% 215
2023
Q3 		$459K Buy
9,540
+558
+6% +$27.5K 0.04% 211
2023
Q2 		$450K Buy
8,982
+68
+0.8% +$3.41K 0.04% 195
2023
Q1 		$452K Sell
8,914
-41
-0.5% -$2.06K 0.04% 190
2022
Q4 		$440K Buy
8,955
+2,423
+37% +$118K 0.05% 186
2022
Q3 		$314K Buy
6,532
+1,317
+25% +$67.1K 0.04% 209
2022
Q2 		$266K Sell
5,215
-60
-1% -$3.13K 0.03% 233
2022
Q1 		$290K Sell
5,275
-1,563
-23% -$88.7K 0.03% 242
2021
Q4 		$409K Buy
6,838
+3,027
+79% +$182K 0.04% 199
2021
Q3 		$229K Buy
3,811
+177
+5% +$10.8K 0.03% 240
2021
Q2 		$220K Buy
+3,634
New +$217K 0.03% 240

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Van Hulzen Asset Management's USIG Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 21,313 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #153.

Van Hulzen Asset Management first reported a position in USIG in Q2 2021 and has held it in 20 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Van Hulzen Asset Management held 21,313 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.09M as of Q1 2026.
  • Van Hulzen Asset Management bought 490 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25.4K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of Van Hulzen Asset Management's portfolio in Q1 2026, its #153 holding.
  • Van Hulzen Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.