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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
Q2 		$957K Sell
18,667
-2,646
-12% -$136K 0.07% 182
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 $1.55T 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

Van Hulzen Asset Management's USIG Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q2 2026, selling an estimated $136K and leaving 18,667 shares worth $957K. The position accounts for 0.07% of the portfolio, ranked #182.

Van Hulzen Asset Management first reported a position in USIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q1 2026. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Van Hulzen Asset Management held 18,667 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $957K as of Q2 2026.
  • Van Hulzen Asset Management sold 2,646 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of Van Hulzen Asset Management's portfolio in Q2 2026, its #182 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 21 quarters since.
  • Van Hulzen Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.09M in Q1 2026.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.