Independent Advisor Alliance’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Independent Advisor Alliance’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	-4,099	Closed	-$210K	–	1596
2026 Q1	$210K	Buy	+4,099	New	+$212K	﹤0.01%	1477
2025 Q2	–	Sell	-13,966	Closed	-$713K	–	931
2025 Q1	$713K	Buy	13,966 +9,918	+245%	+$502K	0.02%	441
2024 Q4	$204K	Buy	+4,048	New	+$207K	﹤0.01%	1287
2020 Q1	–	Sell	-17,002	Closed	-$991K	–	823
2019 Q4	$991K	Buy	+17,002	New	+$989K	0.04%	363

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

Independent Advisor Alliance's USIG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 4,099 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in USIG in Q4 2019 and held it in 4 quarters. The position peaked at $991K in Q4 2019. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,099 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $210K.
Independent Advisor Alliance first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Independent Advisor Alliance's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $991K in Q4 2019.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.