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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
Q2 		$271M Sell
5,290,436
-571,831
-10% -$29.3M 1.15% 16
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial's USIG Position: Q2 2026 in Review

Allworth Financial reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.8% in Q2 2026, selling an estimated $29.3M and leaving 5,290,436 shares worth $271M. The position accounts for 1.15% of the portfolio, ranked #16.

Allworth Financial first reported a position in USIG in Q4 2019 and has held it in 22 quarters since. The position peaked at $300M in Q1 2026. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Allworth Financial held 5,290,436 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $271M as of Q2 2026.
  • Allworth Financial sold 571,831 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $29.3M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.15% of Allworth Financial's portfolio in Q2 2026, its #16 holding.
  • Allworth Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Allworth Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $300M in Q1 2026.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.