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

Advyzon Investment 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	$1.52M	Buy	29,637 +753	+3%	+$38.6K	0.11%	178
2026 Q1	$1.48M	Buy	28,884 +629	+2%	+$32.6K	0.13%	157
2025 Q4	$1.46M	Buy	28,255 +96	+0.3%	+$5K	0.17%	130
2025 Q3	$1.47M	Buy	28,159 +8,210	+41%	+$424K	0.25%	93
2025 Q2	$1.03M	Buy	19,949 +768	+4%	+$38.8K	0.23%	98
2025 Q1	$980K	Sell	19,181 -2,687	-12%	-$136K	0.35%	58
2024 Q4	$1.1M	Buy	+21,868	New	+$1.12M	0.42%	44

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

Advyzon Investment Management's USIG Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.6% in Q2 2026, buying an estimated $38.6K and bringing the position to 29,637 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #178.

Advyzon Investment Management first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Advyzon Investment Management held 29,637 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.52M as of Q2 2026.
Advyzon Investment Management bought 753 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #178 holding.
Advyzon Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.