Allworth Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Allworth Financial’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	$300M	Buy	5,862,267 +76,199	+1%	+$3.94M	1.22%	13
2025 Q4	$300M	Buy	5,786,068 +175,802	+3%	+$9.16M	1.23%	14
2025 Q3	$293M	Buy	5,610,266 +151,647	+3%	+$7.82M	1.29%	14
2025 Q2	$281M	Buy	5,458,619 +93,891	+2%	+$4.75M	1.34%	12
2025 Q1	$271M	Buy	5,364,728 +85,715	+2%	+$4.34M	1.53%	10
2024 Q4	$266M	Buy	5,279,013 +619,870	+13%	+$31.8M	1.46%	12
2024 Q3	$245M	Buy	4,659,143 +100,871	+2%	+$5.21M	1.49%	13
2024 Q2	$231M	Buy	4,558,272 +202,897	+5%	+$10.1M	1.49%	13
2024 Q1	$221M	Buy	4,355,375 +229,020	+6%	+$11.6M	1.56%	10
2023 Q4	$212M	Buy	4,126,355 +157,735	+4%	+$7.7M	1.62%	10
2023 Q3	$191M	Buy	3,968,620 +144,840	+4%	+$7.13M	1.63%	11
2023 Q2	$192M	Buy	3,823,780 +202,391	+6%	+$10.2M	1.62%	11
2023 Q1	$183M	Buy	3,621,389 +113,727	+3%	+$5.71M	1.84%	11
2022 Q4	$172M	Buy	3,507,662 +112,344	+3%	+$5.47M	1.91%	11
2022 Q3	$163M	Buy	3,395,318 +1,221,507	+56%	+$62.2M	2.06%	10
2022 Q2	$111M	Buy	2,173,811 +107,195	+5%	+$5.58M	1.52%	13
2022 Q1	$114M	Buy	2,066,616 +1,734,431	+522%	+$98.5M	1.45%	16
2021 Q4	$19.8M	Buy	332,185 +43,424	+15%	+$2.6M	0.28%	52
2021 Q3	$17.4M	Buy	288,761 +109,144	+61%	+$6.65M	0.29%	49
2021 Q2	$10.9M	Buy	+179,617	New	+$10.7M	0.2%	56
2020 Q1	–	Sell	-24	Closed	-$1K	–	1335
2019 Q4	$1K	Buy	+24	New	+$1.4K	﹤0.01%	1017

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

Allworth Financial's USIG Position: Q1 2026 in Review

Allworth Financial increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.3% in Q1 2026, buying an estimated $3.94M and bringing the position to 5,862,267 shares worth $300M. The position accounts for 1.22% of the portfolio, ranked #13.

Allworth Financial first reported a position in USIG in Q4 2019 and has held it in 21 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Allworth Financial held 5,862,267 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $300M as of Q1 2026.
Allworth Financial bought 76,199 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.94M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.22% of Allworth Financial's portfolio in Q1 2026, its #13 holding.
Allworth Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.