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

Gen-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 		$23.2K Hold
453
– – 0.01% 478
2026
Q1 		$23.2K Hold
453
– – 0.01% 464
2025
Q4 		$23.5K Hold
453
– – 0.01% 461
2025
Q3 		$23.7K Hold
453
– – 0.01% 450
2025
Q2 		$23.3K Buy
+453
New +$22.9K 0.01% 404

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

Gen-Wealth Partners's USIG Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 453 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #478.

Gen-Wealth Partners first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.7K in Q3 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Gen-Wealth Partners held 453 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $23.2K as of Q2 2026.
  • Gen-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 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #478 holding.
  • Gen-Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $23.7K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.