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Beacon Pointe Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Beacon Pointe Advisors’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 		$77.1M Sell
1,502,940
-23,115
-2% -$1.18M 0.36% 63
2026
Q1 		$78.2M Buy
1,526,055
+83,970
+6% +$4.35M 0.41% 56
2025
Q4 		$74.7M Buy
1,442,085
+1,358,709
+1,630% +$70.8M 0.52% 41
2025
Q3 		$4.35M Buy
83,376
+69,405
+497% +$3.58M 0.04% 389
2025
Q2 		$719K Sell
13,971
-232
-2% -$11.7K 0.01% 779
2025
Q1 		$725K Buy
14,203
+50
+0.4% +$2.53K 0.01% 729
2024
Q4 		$712K Sell
14,153
-130
-0.9% -$6.66K 0.01% 728
2024
Q3 		$751K Sell
14,283
-427
-3% -$22K 0.01% 712
2024
Q2 		$739K Sell
14,710
-6,008
-29% -$301K 0.01% 736
2024
Q1 		$1.05M Buy
20,718
+3,775
+22% +$191K 0.01% 671
2023
Q4 		$868K Buy
16,943
+7,991
+89% +$390K 0.01% 714
2023
Q3 		$430K Buy
8,952
+571
+7% +$28.1K 0.01% 934
2023
Q2 		$420K Buy
8,381
+631
+8% +$31.7K 0.01% 772
2023
Q1 		$393K Buy
7,750
+247
+3% +$12.4K 0.01% 833
2022
Q4 		$368K Buy
+7,503
New +$366K 0.01% 793

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

Beacon Pointe Advisors's USIG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.5% in Q2 2026, selling an estimated $1.18M and leaving 1,502,940 shares worth $77.1M. The position accounts for 0.36% of the portfolio, ranked #63.

Beacon Pointe Advisors first reported a position in USIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $78.2M in Q1 2026. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Beacon Pointe Advisors held 1,502,940 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $77.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 23,115 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.36% of Beacon Pointe Advisors's portfolio in Q2 2026, its #63 holding.
  • Beacon Pointe Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $78.2M 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.