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

HighMark 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	$188	Hold	4	–	–	﹤0.01%	541
2026 Q1	$186	Hold	4	–	–	﹤0.01%	532
2025 Q4	$186	Hold	4	–	–	﹤0.01%	565
2025 Q3	$185	Hold	4	–	–	﹤0.01%	585
2025 Q2	$180	Buy	4 +1	+33%	+$51	﹤0.01%	592
2025 Q1	$177	Hold	3	–	–	﹤0.01%	553
2024 Q4	$173	Hold	3	–	–	﹤0.01%	553
2024 Q3	$178	Hold	3	–	–	﹤0.01%	569
2024 Q2	$168	Hold	3	–	–	﹤0.01%	568
2024 Q1	$168	Hold	3	–	–	﹤0.01%	552
2023 Q4	$169	Hold	3	–	–	﹤0.01%	561
2023 Q3	$156	Hold	3	–	–	﹤0.01%	548
2023 Q2	$161	Hold	3	–	–	﹤0.01%	546
2023 Q1	$161	Hold	3	–	–	﹤0.01%	583
2022 Q4	$155	Hold	3	–	–	﹤0.01%	520
2022 Q3	$0	Hold	3	–	–	﹤0.01%	556
2022 Q2	$0	Hold	3	–	–	﹤0.01%	542
2022 Q1	$0	Hold	3	–	–	﹤0.01%	541
2021 Q4	$0	Hold	3	–	–	﹤0.01%	534
2021 Q3	$0	Hold	3	–	–	﹤0.01%	522
2021 Q2	$0	Hold	3	–	–	﹤0.01%	531
2021 Q1	$0	Buy	+3	New	+$181	﹤0.01%	509

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

HighMark Wealth Management's USIG Position: Q2 2026 in Review

HighMark Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 4 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #541.

HighMark Wealth Management first reported a position in USIG in Q1 2021 and has held it in 22 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

HighMark Wealth Management held 4 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $188 as of Q2 2026.
HighMark Wealth Management 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 HighMark Wealth Management's portfolio in Q2 2026, its #541 holding.
HighMark Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.