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

IHT 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	–	Sell	-4,059	Closed	-$208K	–	1355
2026 Q1	$208K	Sell	4,059 -435	-10%	-$22.5K	﹤0.01%	1180
2025 Q4	$233K	Buy	4,494 +36	+0.8%	+$1.88K	0.01%	1063
2025 Q3	$233K	Sell	4,458 -97	-2%	-$5K	0.01%	1057
2025 Q2	$234K	Buy	4,555 +142	+3%	+$7.18K	0.01%	1012
2025 Q1	$225K	Sell	4,413 -3,429	-44%	-$174K	0.01%	973
2024 Q4	$394K	Sell	7,842 -2,407	-23%	-$123K	0.01%	759
2024 Q3	$539K	Buy	10,249 +1,933	+23%	+$99.8K	0.02%	706
2024 Q2	$418K	Buy	8,316 +701	+9%	+$35.1K	0.02%	688
2024 Q1	$387K	Buy	+7,615	New	+$386K	0.02%	716

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

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

IHT Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 4,059 shares — an estimated $208K sold.

IHT Wealth Management first reported a position in USIG in Q1 2024 and held it in 9 quarters. The position peaked at $539K in Q3 2024. 467 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

IHT Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 4,059 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $208K.
IHT Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and held it in 9 quarters.
IHT Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $539K in Q3 2024.
467 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.