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

EverSource 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
Q2 		$8.42M Buy
164,247
+118,201
+257% +$6.05M 0.28% 75
2026
Q1 		$2.36M Buy
46,046
+824
+2% +$42.7K 0.07% 193
2025
Q4 		$2.34M Buy
45,222
+1,449
+3% +$75.5K 0.09% 172
2025
Q3 		$2.29M Buy
43,773
+2,606
+6% +$134K 0.09% 161
2025
Q2 		$2.12M Buy
41,167
+4,091
+11% +$207K 0.1% 158
2025
Q1 		$1.89M Sell
37,076
-547
-1% -$27.7K 0.1% 156
2024
Q4 		$1.89M Sell
37,623
-1,997
-5% -$102K 0.11% 155
2024
Q3 		$2.08M Buy
39,620
+6,392
+19% +$330K 0.13% 137
2024
Q2 		$1.7M Buy
33,228
+4,318
+15% +$216K 0.11% 149
2024
Q1 		$1.43M Buy
28,910
+3,147
+12% +$159K 0.11% 147
2023
Q4 		$1.32M Buy
25,763
+6,937
+37% +$338K 0.12% 146
2023
Q3 		$905K Buy
18,826
+3,391
+22% +$167K 0.1% 163
2023
Q2 		$773K Buy
15,435
+2,235
+17% +$112K 0.09% 187
2023
Q1 		$669K Buy
13,200
+2,160
+20% +$109K 0.08% 182
2022
Q4 		$542K Sell
11,040
-2,148
-16% -$105K 0.08% 184
2022
Q3 		$634K Buy
13,188
+29
+0.2% +$1.48K 0.15% 137
2022
Q2 		$671K Sell
13,159
-2,954
-18% -$154K 0.17% 111
2022
Q1 		$887K Buy
16,113
+8,501
+112% +$483K 0.23% 84
2021
Q4 		$455K Buy
+7,612
New +$457K 0.13% 126

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

EverSource Wealth Advisors's USIG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 257% in Q2 2026, buying an estimated $6.05M and bringing the position to 164,247 shares worth $8.42M. The position accounts for 0.28% of the portfolio, ranked #75.

EverSource Wealth Advisors first reported a position in USIG in Q4 2021 and has held it in 19 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • EverSource Wealth Advisors held 164,247 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.42M as of Q2 2026.
  • EverSource Wealth Advisors bought 118,201 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.05M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.28% of EverSource Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • EverSource Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.