Advisory Services Network’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Advisory Services Network’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	$82.2K	Buy	+1,605	New	+$83.1K	﹤0.01%	2324
2025 Q4	–	Sell	-3,066	Closed	-$160K	–	4128
2025 Q3	$160K	Buy	+3,066	New	+$158K	﹤0.01%	1802
2024 Q1	–	Sell	-2,914	Closed	-$149K	–	3557
2023 Q4	$149K	Buy	+2,914	New	+$142K	﹤0.01%	1430
2023 Q2	–	Sell	-11,789	Closed	-$597K	–	3556
2023 Q1	$597K	Buy	11,789 +1,411	+14%	+$70.9K	0.02%	825
2022 Q4	$510K	Sell	10,378 -161	-2%	-$7.84K	0.02%	850
2022 Q3	$506K	Buy	10,539 +241	+2%	+$12.3K	0.02%	800
2022 Q2	$525K	Buy	10,298 +1,102	+12%	+$57.4K	0.02%	808
2022 Q1	$506K	Sell	9,196 -3,676	-29%	-$209K	0.01%	907
2021 Q4	$769K	Buy	12,872 +2,205	+21%	+$132K	0.02%	717
2021 Q3	$641K	Buy	10,667 +1,570	+17%	+$95.6K	0.02%	773
2021 Q2	$551K	Buy	9,097 +1,746	+24%	+$104K	0.02%	845
2021 Q1	$434K	Buy	7,351 +4,612	+168%	+$278K	0.02%	890
2020 Q4	$170K	Buy	2,739 +1,789	+188%	+$110K	0.01%	1115
2020 Q3	$58K	Buy	+950	New	+$58.2K	﹤0.01%	1517
2020 Q2	–	Sell	-495	Closed	-$28K	–	2652
2020 Q1	$28K	Sell	495 -246	-33%	-$14.3K	﹤0.01%	1681
2019 Q4	$43K	Buy	741 +162	+28%	+$9.42K	﹤0.01%	1575
2019 Q3	$33K	Hold	579	–	–	﹤0.01%	1573
2019 Q2	$33K	Buy	579 +315	+119%	+$17.5K	﹤0.01%	1571
2019 Q1	$15K	Buy	+264	New	+$14.3K	﹤0.01%	1716
2018 Q1	–	Sell	-104	Closed	-$6K	–	2721
2017 Q4	$6K	Hold	104	–	–	﹤0.01%	2060
2017 Q3	$6K	Sell	104 -70	-40%	-$3.92K	﹤0.01%	1836
2017 Q2	$10K	Buy	+174	New	+$9.66K	﹤0.01%	1568
2016 Q3	$10K	Hold	174	–	–	﹤0.01%	1322
2016 Q2	$10K	Hold	174	–	–	﹤0.01%	1212
2016 Q1	$10K	Sell	174 -16	-8%	-$860	﹤0.01%	1081
2015 Q4	$10K	Buy	+190	New	+$10.3K	﹤0.01%	948

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

Advisory Services Network's USIG Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026: 1,605 shares worth $82.2K. The stake represents ﹤0.01% of the portfolio and ranks #2324 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in USIG as recently as Q3 2025.

Advisory Services Network first reported a position in USIG in Q4 2015 and has held it in 26 quarters since. The position peaked at $769K in Q4 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Advisory Services Network held 1,605 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $82.2K as of Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Advisory Services Network position in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2324 holding.
Advisory Services Network first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 26 quarters since.
Advisory Services Network's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $769K in Q4 2021.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.