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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHT Wealth Management's USIG Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.7% in Q1 2026, selling an estimated $22.5K and leaving 4,059 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

IHT Wealth Management first reported a position in USIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $539K in Q3 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

IHT Wealth Management held 4,059 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $208K as of Q1 2026.
IHT Wealth Management sold 435 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $22.5K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1180 holding.
IHT Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
IHT Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $539K in Q3 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.