Global Assets Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Global Assets Advisory’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	$217K	Buy	+4,262	New	+$218K	0.05%	310
2026 Q1	–	Sell	-4,262	Closed	-$221K	–	558
2025 Q4	$221K	Hold	4,262	–	–	0.06%	261
2025 Q3	$223K	Hold	4,262	–	–	0.07%	253
2025 Q2	$219K	Sell	4,262 -8,524	-67%	-$431K	0.09%	195
2025 Q1	$644K	Buy	12,786 +8,524	+200%	+$432K	0.12%	140
2024 Q4	$214K	Buy	+4,262	New	+$218K	0.12%	141

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

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

Global Assets Advisory's USIG Position: Q2 2026 in Review

Global Assets Advisory opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 4,262 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #310 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in USIG as recently as Q4 2025.

Global Assets Advisory first reported a position in USIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $644K in Q1 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Global Assets Advisory held 4,262 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $217K as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Global Assets Advisory position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #310 holding.
Global Assets Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Global Assets Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $644K in Q1 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.