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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$3.35M Sell
65,251
-11,275
-15% -$577K 0.04% 126
2026
Q1 		$3.92M Sell
76,526
-30,755
-29% -$1.59M 0.06% 107
2025
Q4 		$5.55M Buy
107,281
+4,070
+4% +$212K 0.08% 84
2025
Q3 		$5.39M Sell
103,211
-17,355
-14% -$895K 0.09% 84
2025
Q2 		$6.2M Sell
120,566
-19,340
-14% -$977K 0.1% 75
2025
Q1 		$7.15M Sell
139,906
-245,412
-64% -$12.4M 0.13% 69
2024
Q4 		$19.4M Sell
385,318
-7,984
-2% -$409K 0.38% 40
2024
Q3 		$20.7M Sell
393,302
-799
-0.2% -$41.2K 0.48% 39
2024
Q2 		$19.8M Sell
394,101
-4,477
-1% -$224K 0.42% 40
2024
Q1 		$20.2M Buy
398,578
+7,319
+2% +$371K 0.46% 38
2023
Q4 		$20.1M Sell
391,259
-26,391
-6% -$1.29M 0.5% 38
2023
Q3 		$20.1M Buy
417,650
+769
+0.2% +$37.8K 0.56% 38
2023
Q2 		$20.9M Sell
416,881
-4,655
-1% -$234K 0.59% 36
2023
Q1 		$21.4M Buy
421,536
+290,254
+221% +$14.6M 0.63% 37
2022
Q4 		$6.45M Sell
131,282
-2,653
-2% -$129K 0.24% 55
2022
Q3 		$6.44M Buy
133,935
+11
+0% +$560 0.79% 20
2022
Q2 		$6.83M Sell
133,924
-1,401
-1% -$73K 0.28% 50
2022
Q1 		$7.45M Sell
135,325
-20,602
-13% -$1.17M 0.27% 56
2021
Q4 		$9.31M Buy
155,927
+24,409
+19% +$1.46M 0.34% 46
2021
Q3 		$7.9M Buy
131,518
+2,023
+2% +$123K 0.31% 49
2021
Q2 		$7.85M Buy
129,495
+5,851
+5% +$349K 0.32% 49
2021
Q1 		$7.3M Sell
123,644
-41,333
-25% -$2.49M 0.35% 45
2020
Q4 		$10.2M Buy
164,977
+2,254
+1% +$138K 0.5% 39
2020
Q3 		$9.89M Buy
162,723
+4,252
+3% +$260K 0.56% 40
2020
Q2 		$9.57M Buy
+158,471
New +$9.27M 0.58% 39
2019
Q4 		$7.78M Buy
133,384
+20,663
+18% +$1.2M 0.62% 26
2019
Q3 		$6.57M Buy
112,721
+29,977
+36% +$1.73M 0.57% 29
2019
Q2 		$4.72M Buy
82,744
+24,620
+42% +$1.37M 0.47% 32
2019
Q1 		$3.21M Buy
58,124
+4,416
+8% +$238K 0.35% 44
2018
Q4 		$2.84M Buy
53,708
+3,446
+7% +$182K 0.28% 54
2018
Q3 		$2.69M Buy
50,262
+7,282
+17% +$391K 0.25% 54
2018
Q2 		$2.3M Buy
42,980
+12,756
+42% +$686K 0.23% 60
2018
Q1 		$1.65M Buy
+30,224
New +$1.66M 0.16% 66

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

CLA (CliftonLarsonAllen) Wealth Advisors's USIG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 15% in Q2 2026, selling an estimated $577K and leaving 65,251 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #126.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in USIG in Q1 2018 and has held it in 33 quarters since. The position peaked at $21.4M in Q1 2023. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 65,251 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.35M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,275 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $577K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21.4M in Q1 2023.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.