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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
Q2 		$1.05M Buy
+20,556
New +$1.05M 0.02% 738
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J.W. Cole Advisors's USIG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 20,556 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #738 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in USIG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in USIG in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.77M in Q1 2023. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • J.W. Cole Advisors held 20,556 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.05M as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #738 holding.
  • J.W. Cole Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • J.W. Cole Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.77M in Q1 2023.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.