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

Gateway 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 		$2.98M Sell
58,053
-2,577
-4% -$132K 0.18% 143
2026
Q1 		$3.11M Buy
+60,630
New +$3.14M 0.12% 187

Other funds holding USIG

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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

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

Gateway Wealth Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.3% in Q2 2026, selling an estimated $132K and leaving 58,053 shares worth $2.98M. The position accounts for 0.18% of the portfolio, ranked #143.

Gateway Wealth Partners first reported a position in USIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11M in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Gateway Wealth Partners held 58,053 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.98M as of Q2 2026.
  • Gateway Wealth Partners sold 2,577 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.18% of Gateway Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Gateway Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.11M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.