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Integrated Wealth Concepts’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Integrated Wealth Concepts’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 		$665K Sell
12,979
-1,240
-9% -$64.2K 0.01% 1370
2025
Q4 		$736K Sell
14,219
-3,915
-22% -$204K 0.01% 913
2025
Q3 		$947K Sell
18,134
-4,856
-21% -$251K 0.01% 1014
2025
Q2 		$1.18M Buy
22,990
+3,415
+17% +$173K 0.01% 834
2025
Q1 		$1,000K Sell
19,575
-75
-0.4% -$3.8K 0.01% 829
2024
Q4 		$988K Sell
19,650
-707
-3% -$36.2K 0.01% 813
2024
Q3 		$1.07M Sell
20,357
-3,620
-15% -$187K 0.01% 773
2024
Q2 		$1.2M Sell
23,977
-466
-2% -$23.3K 0.02% 680
2024
Q1 		$1.24M Sell
24,443
-1,556
-6% -$78.8K 0.02% 676
2023
Q4 		$1.33M Buy
25,999
+8,146
+46% +$397K 0.02% 617
2023
Q3 		$858K Buy
17,853
+1,370
+8% +$67.4K 0.02% 752
2023
Q2 		$826K Buy
16,483
+2,138
+15% +$107K 0.01% 755
2023
Q1 		$727K Buy
14,345
+275
+2% +$13.8K 0.02% 727
2022
Q4 		$691K Buy
14,070
+694
+5% +$33.8K 0.02% 562
2022
Q3 		$643K Sell
13,376
-17
-0.1% -$866 0.02% 527
2022
Q2 		$683K Sell
13,393
-1,337
-9% -$69.6K 0.02% 514
2022
Q1 		$811K Sell
14,730
-384
-3% -$21.8K 0.02% 445
2021
Q4 		$903K Sell
15,114
-216
-1% -$13K 0.03% 460
2021
Q3 		$921K Sell
15,330
-1,066
-7% -$64.9K 0.03% 411
2021
Q2 		$993K Buy
16,396
+2,568
+19% +$153K 0.04% 359
2021
Q1 		$816K Buy
13,828
+45
+0.3% +$2.71K 0.03% 342
2020
Q4 		$854K Buy
13,783
+86
+0.6% +$5.27K 0.04% 282
2020
Q3 		$833K Buy
13,697
+2,543
+23% +$156K 0.05% 245
2020
Q2 		$674K Buy
11,154
+1,158
+12% +$67.8K 0.05% 233
2020
Q1 		$560K Buy
9,996
+1,441
+17% +$83.6K 0.05% 212
2019
Q4 		$499K Buy
8,555
+2,106
+33% +$122K 0.04% 275
2019
Q3 		$376K Buy
+6,449
New +$372K 0.04% 253

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

Integrated Wealth Concepts's USIG Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8.7% in Q1 2026, selling an estimated $64.2K and leaving 12,979 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #1370.

Integrated Wealth Concepts first reported a position in USIG in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Integrated Wealth Concepts held 12,979 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $665K as of Q1 2026.
  • Integrated Wealth Concepts sold 1,240 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $64.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1370 holding.
  • Integrated Wealth Concepts first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.33M in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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