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

Apollon 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 		$322K Sell
6,276
-2,431
-28% -$126K 0.01% 1074
2025
Q4 		$451K Sell
8,707
-738
-8% -$38.4K 0.01% 879
2025
Q3 		$493K Sell
9,445
-2,208
-19% -$114K 0.01% 833
2025
Q2 		$599K Sell
11,653
-1,353
-10% -$68.4K 0.01% 728
2025
Q1 		$664K Sell
13,006
-976
-7% -$49.4K 0.01% 631
2024
Q4 		$703K Buy
13,982
+647
+5% +$33.1K 0.02% 626
2024
Q3 		$701K Sell
13,335
-2,619
-16% -$135K 0.02% 593
2024
Q2 		$801K Sell
15,954
-2,927
-16% -$146K 0.02% 535
2024
Q1 		$959K Sell
18,881
-1,592
-8% -$80.6K 0.03% 488
2023
Q4 		$1.05M Sell
20,473
-1,583
-7% -$77.2K 0.04% 434
2023
Q3 		$1.06M Buy
22,056
+3,044
+16% +$150K 0.05% 343
2023
Q2 		$952K Buy
19,012
+4,259
+29% +$214K 0.05% 399
2023
Q1 		$747K Buy
+14,753
New +$741K 0.05% 403
2022
Q4 		– Sell
-5,992
Closed -$288K – 909
2022
Q3 		$288K Buy
+5,992
New +$305K 0.02% 612
2022
Q1 		– Sell
-3,352
Closed -$200K – 831
2021
Q4 		$200K Buy
+3,352
New +$201K 0.01% 710

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

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

Apollon Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 28% in Q1 2026, selling an estimated $126K and leaving 6,276 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1074.

Apollon Wealth Management first reported a position in USIG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Apollon Wealth Management held 6,276 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $322K as of Q1 2026.
  • Apollon Wealth Management sold 2,431 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $126K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1074 holding.
  • Apollon Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Apollon Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.06M in Q3 2023.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.