Legacy Wealth Management (Idaho)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Legacy Wealth Management (Idaho)’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	-1,883	Closed	-$96.5K	–	919
2026 Q1	$96.5K	Sell	1,883 -11	-0.6%	-$569	0.05%	187
2025 Q4	$98.1K	Buy	1,894 +1,793	+1,775%	+$93.4K	0.05%	148
2025 Q3	$5.28K	Hold	101	–	–	﹤0.01%	428
2025 Q2	$5.2K	Sell	101 -222	-69%	-$11.2K	﹤0.01%	395
2025 Q1	$16.5K	Buy	323 +222	+220%	+$11.2K	0.01%	270
2024 Q4	$5.11K	Hold	101	–	–	﹤0.01%	384
2024 Q3	$5.13K	Buy	+101	New	+$5.21K	﹤0.01%	385

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

Legacy Wealth Management (Idaho)'s USIG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 1,883 shares — an estimated $96.5K sold.

Legacy Wealth Management (Idaho) first reported a position in USIG in Q3 2024 and held it in 7 quarters. The position peaked at $98.1K in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 1,883 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $96.5K.
Legacy Wealth Management (Idaho) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $98.1K in Q4 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.