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

Virtue Capital 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	–	Sell	-63,962	Closed	-$3.26M	–	389
2026 Q1	$3.26M	Sell	63,962 -1,828	-3%	-$94.6K	0.5%	38
2025 Q4	$3.41M	Buy	+65,790	New	+$3.43M	0.52%	37
2025 Q1	–	Sell	-66,425	Closed	-$3.34M	–	484
2024 Q4	$3.34M	Buy	66,425 +4,116	+7%	+$211K	0.67%	34
2024 Q3	$3.28M	Sell	62,309 -1,445	-2%	-$74.6K	0.66%	33
2024 Q2	$3.24M	Buy	63,754 +2,241	+4%	+$112K	0.55%	36
2024 Q1	$3.06M	Sell	61,513 -13,179	-18%	-$667K	0.55%	38
2023 Q4	$3.78M	Buy	74,692 +45,743	+158%	+$2.23M	0.77%	26
2023 Q3	$1.43M	Hold	28,949	–	–	0.24%	76
2023 Q2	$1.43M	Sell	28,949 -11,370	-28%	-$571K	0.24%	76
2023 Q1	$2.05M	Buy	+40,319	New	+$2.03M	0.33%	46

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Virtue Capital Management's USIG Position: Q2 2026 in Review

Virtue Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 63,962 shares — an estimated $3.26M sold.

Virtue Capital Management first reported a position in USIG in Q1 2023 and held it in 10 quarters. The position peaked at $3.78M in Q4 2023. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Virtue Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Virtue Capital Management sold 63,962 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.26M.
Virtue Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Virtue Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.78M in Q4 2023.
469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.