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

Clearstead 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 		$8.19K Sell
160
-430
-73% -$22K ﹤0.01% 2050
2026
Q1 		$30.2K Sell
590
-2,129
-78% -$110K ﹤0.01% 1366
2025
Q4 		$141K Hold
2,719
– – ﹤0.01% 1018
2025
Q3 		$142K Sell
2,719
-494
-15% -$25.5K ﹤0.01% 955
2025
Q2 		$165K Hold
3,213
– – ﹤0.01% 929
2025
Q1 		$164K Sell
3,213
-30
-0.9% -$1.52K ﹤0.01% 879
2024
Q4 		$163K Sell
3,243
-122
-4% -$6.25K ﹤0.01% 906
2024
Q3 		$177K Sell
3,365
-2,917
-46% -$151K ﹤0.01% 892
2024
Q2 		$315K Buy
6,282
+1,221
+24% +$61.1K 0.01% 659
2024
Q1 		$252K Buy
5,061
+30
+0.6% +$1.52K 0.01% 433
2023
Q4 		$258K Sell
5,031
-7,791
-61% -$380K 0.01% 425
2023
Q3 		$616K Buy
12,822
+12,766
+22,796% +$628K 0.02% 371
2023
Q2 		$2.81K Hold
56
– – ﹤0.01% 1110
2023
Q1 		$2.84K Sell
56
-12,673
-100% -$637K ﹤0.01% 1086
2022
Q4 		$625K Buy
12,729
+12,698
+40,961% +$619K 0.05% 220
2022
Q3 		$1K Hold
31
– – ﹤0.01% 1209
2022
Q2 		$2K Hold
31
– – ﹤0.01% 1137
2022
Q1 		$2K Hold
31
– – ﹤0.01% 1241
2021
Q4 		$2K Buy
+31
New +$1.86K ﹤0.01% 1139

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

Clearstead Advisors's USIG Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 73% in Q2 2026, selling an estimated $22K and leaving 160 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Clearstead Advisors first reported a position in USIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $625K in Q4 2022. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Clearstead Advisors held 160 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.19K as of Q2 2026.
  • Clearstead Advisors sold 430 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2050 holding.
  • Clearstead Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $625K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.