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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
Q2 		– Sell
-20,653
Closed -$1.06M – 1673
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
+95
+0.4% +$4.87K 0.21% 118
2024
Q3 		$1.16M Sell
21,999
-141
-0.6% -$7.28K 0.18% 122
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
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

Golden State Equity Partners's USIG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 20,653 shares — an estimated $1.06M sold.

Golden State Equity Partners first reported a position in USIG in Q4 2020 and held it in 18 quarters. The position peaked at $1.16M in Q3 2024. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 20,653 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • Golden State Equity Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
  • Golden State Equity Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.16M in Q3 2024.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.