Global Wealth Strategies & Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-21	Closed	-$1.08K	–	448
2026 Q1	$1.08K	Hold	21	–	–	﹤0.01%	466
2025 Q4	$1.09K	Hold	21	–	–	﹤0.01%	473
2025 Q3	$1.1K	Hold	21	–	–	﹤0.01%	421
2025 Q2	$1.08K	Sell	21 -147	-88%	-$7.43K	﹤0.01%	327
2025 Q1	$8.58K	Sell	168 -166	-50%	-$8.41K	﹤0.01%	281
2024 Q4	$16.8K	Buy	334 +313	+1,490%	+$16K	0.01%	177
2024 Q3	$1.1K	Hold	21	–	–	﹤0.01%	322
2024 Q2	$1.05K	Sell	21 -194	-90%	-$9.71K	﹤0.01%	288
2024 Q1	$10.9K	Buy	215 +186	+641%	+$9.42K	﹤0.01%	173
2023 Q4	$1.49K	Sell	29 -377	-93%	-$18.4K	﹤0.01%	265
2023 Q3	$19.5K	Sell	406 -1,651	-80%	-$81.2K	0.01%	116
2023 Q2	$103K	Sell	2,057 -327	-14%	-$16.4K	0.05%	57
2023 Q1	$121K	Sell	2,384 -101,117	-98%	-$5.08M	0.06%	47
2022 Q4	$5.08M	Buy	+103,501	New	+$5.04M	2.95%	12

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 Wealth Strategies & Associates's USIG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 21 shares — an estimated $1.08K sold.

Global Wealth Strategies & Associates first reported a position in USIG in Q4 2022 and held it in 14 quarters. The position peaked at $5.08M in Q4 2022. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 21 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.08K.
Global Wealth Strategies & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.08M in Q4 2022.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.