Golden State Equity Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Golden State Equity 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	$1.06M	Buy	20,653 +6,071	+42%	+$314K	0.08%	276
2025 Q4	$755K	Buy	14,582 +1,716	+13%	+$89.4K	0.12%	190
2025 Q3	$672K	Buy	12,866 +71	+0.6%	+$3.66K	0.11%	212
2025 Q2	$658K	Buy	12,795 +17	+0.1%	+$859	0.12%	204
2025 Q1	$653K	Sell	12,778 -9,316	-42%	-$472K	0.13%	195
2024 Q4	$1.11M	Buy	+22,094	New	+$1.13M	0.21%	118
2024 Q3	–	Sell	-22,140	Closed	-$1.11M	–	905
2024 Q2	$1.11M	Buy	+22,140	New	+$1.11M	0.23%	108
2023 Q4	$480K	Sell	9,371 -60	-0.6%	-$2.93K	0.12%	200
2023 Q3	$453K	Buy	9,431 +104	+1%	+$5.12K	0.13%	178
2023 Q2	$467K	Sell	9,327 -7,567	-45%	-$380K	0.13%	190
2023 Q1	$856K	Buy	+16,894	New	+$849K	0.46%	65
2022 Q1	$353K	Sell	6,414 -15	-0.2%	-$852	0.18%	136
2021 Q4	$384K	Sell	6,429 -34	-0.5%	-$2.04K	0.19%	107
2021 Q3	$388K	Buy	6,463 +256	+4%	+$15.6K	0.16%	130
2021 Q2	$376K	Sell	6,207 -4	-0.1%	-$239	0.15%	148
2021 Q1	$367K	Buy	6,211 +192	+3%	+$11.6K	0.21%	108
2020 Q4	$372K	Buy	+6,019	New	+$369K	0.26%	107

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Golden State Equity Partners's USIG Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 42% in Q1 2026, buying an estimated $314K and bringing the position to 20,653 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #276.

Golden State Equity Partners first reported a position in USIG in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.11M in Q2 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Golden State Equity Partners held 20,653 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.06M as of Q1 2026.
Golden State Equity Partners bought 6,071 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $314K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of Golden State Equity Partners's portfolio in Q1 2026, its #276 holding.
Golden State Equity Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
Golden State Equity Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.11M in Q2 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.