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

Golden State Wealth Management’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	$151K	Buy	2,949 +1,545	+110%	+$79.1K	0.01%	472
2026 Q1	$72K	Buy	1,404 +234	+20%	+$12.1K	0.01%	590
2025 Q4	$60.6K	Buy	1,170 +13	+1%	+$677	0.01%	643
2025 Q3	$60.4K	Sell	1,157 -109	-9%	-$5.62K	0.01%	623
2025 Q2	$65.2K	Sell	1,266 -2,433	-66%	-$123K	0.01%	586
2025 Q1	$189K	Buy	3,699 +2,451	+196%	+$124K	0.03%	345
2024 Q4	$62.8K	Buy	+1,248	New	+$63.9K	0.01%	535

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

Golden State Wealth Management's USIG Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 110% in Q2 2026, buying an estimated $79.1K and bringing the position to 2,949 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #472.

Golden State Wealth Management first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $189K in Q1 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Golden State Wealth Management held 2,949 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $151K as of Q2 2026.
Golden State Wealth Management bought 1,545 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $79.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #472 holding.
Golden State Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $189K in Q1 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.