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

EPG 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	$5.02K	Hold	98	–	–	﹤0.01%	300
2025 Q4	$5.07K	Sell	98 -11	-10%	-$573	﹤0.01%	295
2025 Q3	$5.69K	Hold	109	–	–	﹤0.01%	293
2025 Q2	$5.61K	Hold	109	–	–	﹤0.01%	287
2025 Q1	$5.57K	Sell	109 -62	-36%	-$3.14K	﹤0.01%	390
2024 Q4	$8.6K	Hold	171	–	–	﹤0.01%	383
2024 Q3	$8.99K	Buy	+171	New	+$8.82K	﹤0.01%	378
2024 Q2	–	Sell	-171	Closed	-$8.55K	–	402
2024 Q1	$8.68K	Hold	171	–	–	﹤0.01%	394
2023 Q4	$8.56K	Sell	171 -21	-11%	-$1.02K	﹤0.01%	382
2023 Q3	$9.23K	Hold	192	–	–	﹤0.01%	367
2023 Q2	$9.62K	Sell	192 -105	-35%	-$5.27K	﹤0.01%	358
2023 Q1	$15K	Buy	+297	New	+$14.9K	﹤0.01%	345

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

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

EPG Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 98 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

EPG Wealth Management first reported a position in USIG in Q1 2023 and has held it in 12 quarters since. The position peaked at $15K in Q1 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

EPG Wealth Management held 98 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.02K as of Q1 2026.
EPG Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #300 holding.
EPG Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
EPG Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15K in Q1 2023.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.