BOLTON SECURITIES CORPORATION’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$11.9K	Buy	+233	New	+$12.1K	﹤0.01%	1575
2025 Q3	$12.2K	Buy	+233	New	+$12K	﹤0.01%	1498
2025 Q1	$11.9K	Buy	+233	New	+$11.8K	﹤0.01%	1397

Other funds holding USIG

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

TIAA Wealth Investment Management New York $16.6B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

BOLTON SECURITIES CORPORATION's USIG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026: 233 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in USIG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in USIG in Q1 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2025. 465 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

BOLTON SECURITIES CORPORATION held 233 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $11.9K as of Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1575 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12.2K in Q3 2025.
465 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.