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J.W. Cole Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

J.W. Cole Advisors’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 		– Sell
-21,308
Closed -$814K – 1437
2025
Q4 		$814K Sell
21,308
-662
-3% -$34.5K 0.02% 711
2025
Q3 		$1.15M Sell
21,970
-1,123
-5% -$57.9K 0.02% 668
2025
Q2 		$1.19M Buy
23,093
+7,527
+48% +$380K 0.03% 608
2025
Q1 		$795K Buy
15,566
+8,229
+112% +$417K 0.02% 607
2024
Q4 		$369K Sell
7,337
-396
-5% -$20.3K 0.01% 716
2024
Q3 		$407K Sell
7,733
-258
-3% -$13.3K 0.02% 680
2024
Q2 		$401K Buy
7,991
+857
+12% +$42.9K 0.02% 590
2024
Q1 		$362K Buy
7,134
+385
+6% +$19.5K 0.02% 627
2023
Q4 		$346K Buy
6,749
+1,753
+35% +$85.5K 0.02% 593
2023
Q3 		$240K Sell
4,996
-1,072
-18% -$52.7K 0.02% 631
2023
Q2 		$304K Sell
6,068
-28,879
-83% -$1.45M 0.02% 574
2023
Q1 		$1.77M Buy
34,947
+29,388
+529% +$1.48M 0.13% 189
2022
Q4 		$273K Buy
+5,559
New +$271K 0.02% 596
2022
Q3 		– Sell
-4,129
Closed -$210K – 767
2022
Q2 		$210K Buy
+4,129
New +$215K 0.02% 669
2022
Q1 		– Sell
-3,703
Closed -$221K – 871
2021
Q4 		$221K Buy
+3,703
New +$222K 0.01% 756
2021
Q1 		– Sell
-4,152
Closed -$257K – 699
2020
Q4 		$257K Sell
4,152
-670
-14% -$41K 0.03% 520
2020
Q3 		$293K Buy
+4,822
New +$295K 0.02% 553

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

J.W. Cole Advisors's USIG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 21,308 shares — an estimated $814K sold.

J.W. Cole Advisors first reported a position in USIG in Q3 2020 and held it in 17 quarters. The position peaked at $1.77M in Q1 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 21,308 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $814K.
  • J.W. Cole Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • J.W. Cole Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.77M in Q1 2023.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.