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

Delos 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 Q1	$22.7K	Buy	443 +138	+45%	+$7.14K	0.01%	151
2025 Q4	$15.8K	Sell	305 -19	-6%	-$990	0.01%	148
2025 Q3	$16.9K	Buy	324 +45	+16%	+$2.32K	0.01%	154
2025 Q2	$14.4K	Buy	+279	New	+$14.1K	0.01%	155
2025 Q1	–	Sell	-268	Closed	-$13.5K	–	179
2024 Q4	$13.5K	Buy	268 +17	+7%	+$871	0.01%	108
2024 Q3	$13.2K	Buy	251 +5	+2%	+$258	0.01%	105
2024 Q2	$12.4K	Buy	246 +4	+2%	+$200	0.01%	119
2024 Q1	$12.3K	Buy	242 +76	+46%	+$3.85K	0.01%	112
2023 Q4	$8.51K	Hold	166	–	–	0.01%	103
2023 Q3	$8.22K	Sell	166 -19	-10%	-$935	0.01%	145
2023 Q2	$9.27K	Hold	185	–	–	0.01%	140
2023 Q1	$9.37K	Buy	185 +12	+7%	+$603	0.01%	135
2022 Q4	$8.5K	Sell	173 -42	-20%	-$2.05K	0.01%	143
2022 Q3	$10K	Sell	215 -7	-3%	-$357	0.01%	138
2022 Q2	$11K	Buy	222 +4	+2%	+$208	0.01%	137
2022 Q1	$12K	Buy	218 +78	+56%	+$4.43K	0.01%	157
2021 Q4	$8K	Hold	140	–	–	0.01%	248
2021 Q3	$8K	Buy	+140	New	+$8.53K	0.01%	104

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Delos Wealth Advisors's USIG Position: Q1 2026 in Review

Delos Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 45% in Q1 2026, buying an estimated $7.14K and bringing the position to 443 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #151.

Delos Wealth Advisors first reported a position in USIG in Q3 2021 and has held it in 18 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Delos Wealth Advisors held 443 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $22.7K as of Q1 2026.
Delos Wealth Advisors bought 138 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.14K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #151 holding.
Delos Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 18 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.