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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gen-Wealth Partners's USIG Position: Q1 2026 in Review

Gen-Wealth Partners held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 453 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #464.

Gen-Wealth Partners first reported a position in USIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.7K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Gen-Wealth Partners held 453 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $23.2K as of Q1 2026.
  • Gen-Wealth Partners 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 Gen-Wealth Partners's portfolio in Q1 2026, its #464 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 4 quarters since.
  • Gen-Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $23.7K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.