Activest Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Activest Wealth 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	$2.46K	Sell	48 -112	-70%	-$5.74K	﹤0.01%	821
2026 Q1	$8.2K	Buy	+160	New	+$8.28K	﹤0.01%	722

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

Activest Wealth Management's USIG Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 70% in Q2 2026, selling an estimated $5.74K and leaving 48 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Activest Wealth Management first reported a position in USIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.2K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Activest Wealth Management held 48 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.46K as of Q2 2026.
Activest Wealth Management sold 112 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.74K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #821 holding.
Activest Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Activest Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.2K in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.