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

Winthrop 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 Q1	$25K	Hold	485	–	–	0.01%	209
2025 Q4	$25K	Hold	485	–	–	0.01%	210
2025 Q3	$25K	Hold	485	–	–	0.01%	193
2025 Q2	$25K	Hold	485	–	–	0.01%	202
2025 Q1	$25K	Hold	485	–	–	0.01%	181
2024 Q4	$24K	Buy	+485	New	+$24.8K	0.01%	192
2024 Q1	–	Sell	-400	Closed	-$20.5K	–	289
2023 Q4	$20.5K	Buy	+400	New	+$19.5K	0.01%	193

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 $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Winthrop Capital Management's USIG Position: Q1 2026 in Review

Winthrop Capital Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 485 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #209.

Winthrop Capital Management first reported a position in USIG in Q4 2023 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Winthrop Capital Management held 485 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $25K as of Q1 2026.
Winthrop Capital Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #209 holding.
Winthrop Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.