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Destination Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Destination Wealth Management’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 		$14.2M Buy
276,626
+11,004
+4% +$570K 0.37% 70
2025
Q4 		$13.8M Buy
265,622
+12,580
+5% +$655K 0.36% 69
2025
Q3 		$13.2M Buy
253,042
+5,920
+2% +$305K 0.36% 69
2025
Q2 		$12.7M Buy
247,122
+5,031
+2% +$254K 0.37% 71
2025
Q1 		$12.4M Buy
242,091
+6,138
+3% +$311K 0.39% 68
2024
Q4 		$11.9M Buy
235,953
+2,786
+1% +$143K 0.37% 69
2024
Q3 		$12.3M Buy
233,167
+3,012
+1% +$155K 0.38% 68
2024
Q2 		$11.6M Buy
230,155
+1,932
+0.8% +$96.6K 0.38% 67
2024
Q1 		$11.6M Buy
228,223
+25,992
+13% +$1.32M 0.39% 66
2023
Q4 		$10.4M Sell
202,231
-11,969
-6% -$584K 0.36% 67
2023
Q3 		$10.3M Buy
214,200
+7,043
+3% +$347K 0.4% 66
2023
Q2 		$10.4M Buy
207,157
+6,184
+3% +$310K 0.39% 68
2023
Q1 		$10.2M Buy
200,973
+18,105
+10% +$909K 0.39% 69
2022
Q4 		$8.98M Sell
182,868
-25,783
-12% -$1.26M 0.36% 69
2022
Q3 		$10M Buy
208,651
+8,714
+4% +$444K 0.42% 68
2022
Q2 		$10.2M Sell
199,937
-7,524
-4% -$392K 0.41% 65
2022
Q1 		$11.4M Buy
207,461
+2,111
+1% +$120K 0.42% 65
2021
Q4 		$12.3M Buy
205,350
+3,441
+2% +$206K 0.43% 63
2021
Q3 		$12.1M Buy
201,909
+10,344
+5% +$630K 0.47% 64
2021
Q2 		$11.6M Buy
191,565
+7,574
+4% +$452K 0.45% 67
2021
Q1 		$10.9M Buy
183,991
+5,825
+3% +$351K 0.45% 65
2020
Q4 		$11M Buy
178,166
+3,696
+2% +$226K 0.48% 60
2020
Q3 		$10.6M Buy
174,470
+5,403
+3% +$331K 0.54% 54
2020
Q2 		$10.2M Buy
169,067
+6,129
+4% +$359K 0.55% 54
2020
Q1 		$9.13M Sell
162,938
-209
-0.1% -$12.1K 0.56% 49
2019
Q4 		$9.51M Buy
163,147
+3,049
+2% +$177K 0.48% 55
2019
Q3 		$9.33M Buy
160,098
+3,924
+3% +$226K 0.51% 52
2019
Q2 		$8.91M Buy
156,174
+2,895
+2% +$161K 0.49% 52
2019
Q1 		$8.47M Buy
153,279
+32,785
+27% +$1.77M 0.48% 54
2018
Q4 		$6.38M Sell
120,494
-22,584
-16% -$1.19M 0.38% 54
2018
Q3 		$7.67M Buy
143,078
+5,166
+4% +$278K 0.43% 52
2018
Q2 		$7.39M Sell
137,912
-19,032
-12% -$1.02M 0.44% 51
2018
Q1 		$8.55M Buy
156,944
+4,810
+3% +$264K 0.52% 51
2017
Q4 		$8.52M Buy
152,134
+1,362
+0.9% +$76.2K 0.52% 52
2017
Q3 		$8.46M Buy
150,772
+50,986
+51% +$2.86M 0.54% 50
2017
Q2 		$5.57M Buy
+99,786
New +$5.54M 0.37% 56

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Destination Wealth Management's USIG Position: Q1 2026 in Review

Destination Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.1% in Q1 2026, buying an estimated $570K and bringing the position to 276,626 shares worth $14.2M. The position accounts for 0.37% of the portfolio, ranked #70.

Destination Wealth Management first reported a position in USIG in Q2 2017 and has held it in 36 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Destination Wealth Management held 276,626 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $14.2M as of Q1 2026.
  • Destination Wealth Management bought 11,004 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $570K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.37% of Destination Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Destination Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.