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Avantax Planning Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Avantax Planning Partners’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 		$380K Buy
7,407
+828
+13% +$42.4K 0.01% 328
2026
Q1 		$337K Buy
6,579
+1,118
+20% +$57.9K 0.01% 334
2025
Q4 		$283K Buy
+5,461
New +$284K 0.01% 363

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

Avantax Planning Partners's USIG Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 13% in Q2 2026, buying an estimated $42.4K and bringing the position to 7,407 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #328.

Avantax Planning Partners first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Avantax Planning Partners held 7,407 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $380K as of Q2 2026.
  • Avantax Planning Partners bought 828 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $42.4K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #328 holding.
  • Avantax Planning Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.