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Continuum Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Continuum Advisory’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 		$80.4K Buy
+1,568
New +$80.3K 0.01% 686
2025
Q2 		– Sell
-134
Closed -$6.85K – 1509
2025
Q1 		$6.85K Sell
134
-170
-56% -$8.61K ﹤0.01% 1059
2024
Q4 		$15.3K Sell
304
-204
-40% -$10.4K ﹤0.01% 903
2024
Q3 		$25.8K Sell
508
-236
-32% -$12.2K ﹤0.01% 798
2024
Q2 		$37.3K Buy
744
+132
+22% +$6.6K 0.01% 661
2024
Q1 		$30.6K Sell
612
-15,238
-96% -$771K ﹤0.01% 705
2023
Q4 		$814K Sell
15,850
-1,044
-6% -$50.9K 0.12% 205
2023
Q3 		$812K Buy
16,894
+2,447
+17% +$120K 0.13% 194
2023
Q2 		$724K Buy
14,447
+789
+6% +$39.6K 0.12% 214
2023
Q1 		$692K Buy
13,658
+5,115
+60% +$257K 0.12% 209
2022
Q4 		$420K Sell
8,543
-188
-2% -$9.16K 0.08% 290
2022
Q3 		$420K Buy
8,731
+2,804
+47% +$143K 0.07% 268
2022
Q2 		$302K Sell
5,927
-112
-2% -$5.83K 0.05% 331
2022
Q1 		$314K Buy
+6,039
New +$343K 0.06% 317

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

Continuum Advisory's USIG Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 1,568 shares worth $80.4K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in USIG as recently as Q1 2025.

Continuum Advisory first reported a position in USIG in Q1 2022 and has held it in 14 quarters since. The position peaked at $814K in Q4 2023. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Continuum Advisory held 1,568 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $80.4K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #686 holding.
  • Continuum Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Continuum Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $814K in Q4 2023.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.