Lifeworks Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lifeworks 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	$407K	Buy	+7,930	New	+$406K	0.04%	225

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

Lifeworks Advisors's USIG Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 7,930 shares worth $407K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings.

463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Lifeworks Advisors held 7,930 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $407K as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Lifeworks Advisors position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #225 holding.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.