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Destiny Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Destiny Wealth Partners’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 		$251K Hold
4,982
– – 0.04% 139
2026
Q1 		$255K Hold
4,982
– – 0.03% 198
2025
Q4 		$259K Hold
4,982
– – 0.03% 183
2025
Q3 		$260K Hold
4,982
– – 0.03% 178
2025
Q2 		$256K Hold
4,982
– – 0.03% 169
2025
Q1 		$254K Hold
4,982
– – 0.04% 142
2024
Q4 		$250K Hold
4,982
– – 0.04% 144
2024
Q3 		$262K Hold
4,982
– – 0.05% 140
2024
Q2 		$250K Hold
4,982
– – 0.05% 139
2024
Q1 		$253K Hold
4,982
– – 0.05% 137
2023
Q4 		$253K Hold
4,982
– – 0.05% 141
2023
Q3 		$239K Hold
4,982
– – 0.05% 147
2023
Q2 		$250K Sell
4,982
-285
-5% -$14.3K 0.05% 149
2023
Q1 		$267K Sell
5,267
-201
-4% -$10.1K 0.06% 155
2022
Q4 		$269K Buy
5,468
+206
+4% +$10K 0.06% 167
2022
Q3 		$253K Sell
5,262
-649
-11% -$33.1K 0.06% 169
2022
Q2 		$301K Sell
5,911
-2,987
-34% -$156K 0.07% 124
2022
Q1 		$490K Sell
8,898
-136
-2% -$7.72K 0.1% 97
2021
Q4 		$540K Hold
9,034
– – 0.1% 106
2021
Q3 		$543K Sell
9,034
-1,995
-18% -$121K 0.11% 104
2021
Q2 		$668K Sell
11,029
-203
-2% -$12.1K 0.13% 104
2021
Q1 		$663K Sell
11,232
-1,102
-9% -$66.4K 0.14% 89
2020
Q4 		$764K Buy
+12,334
New +$755K 0.16% 83

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

Destiny Wealth Partners's USIG Position: Q2 2026 in Review

Destiny Wealth Partners held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 4,982 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #139.

Destiny Wealth Partners first reported a position in USIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $764K in Q4 2020. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Destiny Wealth Partners held 4,982 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $251K as of Q2 2026.
  • Destiny Wealth Partners left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Destiny Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Destiny Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $764K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.