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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

High Note Wealth's USIG Position: Q1 2026 in Review

High Note Wealth held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 174 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

High Note Wealth first reported a position in USIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.09K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • High Note Wealth held 174 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.91K as of Q1 2026.
  • High Note Wealth left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #397 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 3 quarters since.
  • High Note Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.09K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.