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

AE 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
Q1 		$542K Sell
10,586
-4,644
-30% -$240K ﹤0.01% 1075
2025
Q4 		$788K Buy
15,230
+3,751
+33% +$195K ﹤0.01% 877
2025
Q3 		$599K Buy
11,479
+529
+5% +$27.3K ﹤0.01% 900
2025
Q2 		$563K Sell
10,950
-733,178
-99% -$37.1M ﹤0.01% 885
2025
Q1 		$38M Sell
744,128
-44,957
-6% -$2.28M 0.32% 82
2024
Q4 		$39.7M Buy
789,085
+14,909
+2% +$764K 0.34% 71
2024
Q3 		$40.7M Buy
774,176
+52,129
+7% +$2.69M 0.37% 64
2024
Q2 		$36.3M Buy
722,047
+42,266
+6% +$2.11M 0.36% 61
2024
Q1 		$34.5M Sell
679,781
-895,492
-57% -$45.3M 0.39% 65
2023
Q4 		$79.9M Buy
1,575,273
+37,436
+2% +$1.83M 0.41% 37
2023
Q3 		$73.9M Sell
1,537,837
-16,140
-1% -$794K 0.44% 34
2023
Q2 		$77.8M Buy
1,553,977
+139,782
+10% +$7.02M 0.47% 29
2023
Q1 		$71.6M Sell
1,414,195
-46,737
-3% -$2.35M 0.46% 31
2022
Q4 		$71.7M Sell
1,460,932
-100,428
-6% -$4.89M 0.52% 29
2022
Q3 		$75M Sell
1,561,360
-165,321
-10% -$8.42M 0.59% 25
2022
Q2 		$88M Sell
1,726,681
-310,170
-15% -$16.2M 0.7% 23
2022
Q1 		$112M Sell
2,036,851
-70,333
-3% -$3.99M 0.77% 20
2021
Q4 		$126M Buy
2,107,184
+13,636
+0.7% +$818K 0.88% 18
2021
Q3 		$126M Sell
2,093,548
-133,503
-6% -$8.13M 1.04% 14
2021
Q2 		$135M Buy
2,227,051
+51,594
+2% +$3.08M 1.18% 12
2021
Q1 		$128M Buy
2,175,457
+254,461
+13% +$15.3M 1.3% 10
2020
Q4 		$119M Buy
1,920,996
+173,519
+10% +$10.6M 1.35% 12
2020
Q3 		$106M Buy
1,747,477
+235,372
+16% +$14.4M 1.52% 9
2020
Q2 		$91.4M Buy
1,512,105
+391,774
+35% +$22.9M 1.41% 10
2020
Q1 		$62.8M Sell
1,120,331
-13,879
-1% -$806K 1.44% 11
2019
Q4 		$66.1M Buy
1,134,210
+137,997
+14% +$8.02M 1.43% 8
2019
Q3 		$58.1M Sell
996,213
-144,662
-13% -$8.35M 1.68% 7
2019
Q2 		$65.1M Buy
1,140,875
+671,048
+143% +$37.3M 1.96% 7
2019
Q1 		$26M Buy
469,827
+463,015
+6,797% +$25M 1.8% 7
2018
Q4 		$361K Sell
6,812
-700,339
-99% -$36.9M 0.06% 306
2018
Q3 		$37.9M Buy
707,151
+67,095
+10% +$3.61M 2.09% 6
2018
Q2 		$34.3M Buy
640,056
+177,306
+38% +$9.53M 2.33% 8
2018
Q1 		$25.2M Buy
462,750
+82,396
+22% +$4.52M 1.95% 10
2017
Q4 		$21.3M Buy
380,354
+45,556
+14% +$2.55M 1.88% 10
2017
Q3 		$18.8M Buy
334,798
+98,982
+42% +$5.55M 1.74% 11
2017
Q2 		$13.2M Buy
+235,816
New +$13.1M 1.57% 9

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AE Wealth Management's USIG Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 30% in Q1 2026, selling an estimated $240K and leaving 10,586 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

AE Wealth Management first reported a position in USIG in Q2 2017 and has held it in 36 quarters since. The position peaked at $135M in Q2 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • AE Wealth Management held 10,586 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $542K as of Q1 2026.
  • AE Wealth Management sold 4,644 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $240K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1075 holding.
  • AE Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $135M in Q2 2021.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.