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High Note Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

High Note Wealth’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 		$8.92K Hold
174
– – ﹤0.01% 439
2026
Q1 		$8.91K Hold
174
– – ﹤0.01% 397
2025
Q4 		$9.01K Hold
174
– – ﹤0.01% 356
2025
Q3 		$9.09K Buy
+174
New +$8.98K ﹤0.01% 327

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

High Note Wealth's USIG Position: Q2 2026 in Review

High Note Wealth held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 174 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

High Note Wealth first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.09K in Q3 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • High Note Wealth held 174 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.92K as of Q2 2026.
  • High Note Wealth left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #439 holding.
  • High Note Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • High Note Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.09K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.