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

Exencial 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	$541K	Buy	10,561 +545	+5%	+$28.2K	0.02%	383
2025 Q4	$519K	Sell	10,016 -737	-7%	-$38.4K	0.02%	382
2025 Q3	$562K	Buy	10,753 +893	+9%	+$46.1K	0.02%	360
2025 Q2	$507K	Buy	9,860 +3,983	+68%	+$201K	0.02%	365
2025 Q1	$300K	Buy	5,877 +515	+10%	+$26.1K	0.01%	428
2024 Q4	$270K	Buy	5,362 +198	+4%	+$10.1K	0.01%	442
2024 Q3	$272K	Sell	5,164 -6,160	-54%	-$318K	0.01%	444
2024 Q2	$569K	Sell	11,324 -662	-6%	-$33.1K	0.02%	333
2024 Q1	$609K	Sell	11,986 -543	-4%	-$27.5K	0.02%	328
2023 Q4	$642K	Buy	+12,529	New	+$611K	0.03%	312

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Exencial Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.4% in Q1 2026, buying an estimated $28.2K and bringing the position to 10,561 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #383.

Exencial Wealth Advisors first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $642K in Q4 2023. 457 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Exencial Wealth Advisors held 10,561 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $541K as of Q1 2026.
Exencial Wealth Advisors bought 545 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $28.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #383 holding.
Exencial Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Exencial Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $642K in Q4 2023.
457 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.