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

Vontobel Holding’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	–	Sell	-125,000	Closed	-$6.47M	–	1513
2025 Q4	$6.47M	Hold	125,000	–	–	0.02%	342
2025 Q3	$6.53M	Hold	125,000	–	–	0.02%	325
2025 Q2	$6.43M	Hold	125,000	–	–	0.02%	325
2025 Q1	$6.38M	Hold	125,000	–	–	0.02%	273
2024 Q4	$6.29M	Hold	125,000	–	–	0.02%	280
2024 Q3	$6.57M	Hold	125,000	–	–	0.02%	280
2024 Q2	$6.28M	Hold	125,000	–	–	0.02%	272
2024 Q1	$6.35M	Sell	125,000 -25,000	-17%	-$1.27M	0.05%	273
2023 Q4	$7.69M	Hold	150,000	–	–	0.06%	234
2023 Q3	$7.21M	Hold	150,000	–	–	0.07%	243
2023 Q2	$7.51M	Hold	150,000	–	–	0.07%	240
2023 Q1	$7.6M	Buy	+150,000	New	+$7.53M	0.07%	238

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vontobel Holding's USIG Position: Q1 2026 in Review

Vontobel Holding sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 125,000 shares — an estimated $6.47M sold.

Vontobel Holding first reported a position in USIG in Q1 2023 and held it in 12 quarters. The position peaked at $7.69M in Q4 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Vontobel Holding reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Vontobel Holding sold 125,000 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $6.47M.
Vontobel Holding first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 12 quarters.
Vontobel Holding's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.69M in Q4 2023.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.