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

Ameritas Advisory Services’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	$428K	Sell	8,354 -38,002	-82%	-$1.95M	0.01%	840
2026 Q1	$2.37M	Buy	46,356 +1,397	+3%	+$72.3K	0.09%	199
2025 Q4	$2.33M	Buy	44,959 +44,783	+25,445%	+$2.33M	0.09%	203
2025 Q3	$9.21K	Sell	176 -192	-52%	-$9.91K	﹤0.01%	1691
2025 Q2	$18.9K	Buy	+368	New	+$18.6K	﹤0.01%	1765
2023 Q2	–	Sell	-156	Closed	-$7.9K	–	2417
2023 Q1	$7.9K	Buy	+156	New	+$7.84K	﹤0.01%	1994

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

Ameritas Advisory Services's USIG Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 82% in Q2 2026, selling an estimated $1.95M and leaving 8,354 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #840.

Ameritas Advisory Services first reported a position in USIG in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.37M in Q1 2026. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Ameritas Advisory Services held 8,354 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $428K as of Q2 2026.
Ameritas Advisory Services sold 38,002 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.95M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #840 holding.
Ameritas Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
Ameritas Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.37M in Q1 2026.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.