LAS
USIG icon

Lloyd Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lloyd Advisory Services’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 		$3.26K Sell
64
-1,269
-95% -$65K ﹤0.01% 459
2026
Q1 		$68.3K Buy
1,333
+1,276
+2,239% +$66.1K 0.02% 239
2025
Q4 		$2.94K Buy
+57
New +$2.97K ﹤0.01% 439
2025
Q2 		– Sell
-8,978
Closed -$459K – 117
2025
Q1 		$459K Buy
8,978
+171
+2% +$8.66K 0.23% 53
2024
Q4 		$443K Buy
8,807
+253
+3% +$13K 0.21% 56
2024
Q3 		$450K Buy
8,554
+191
+2% +$9.86K 0.22% 57
2024
Q2 		$420K Buy
+8,363
New +$418K 0.2% 56
2024
Q1 		– Sell
-7,484
Closed -$384K – 180
2023
Q4 		$384K Buy
+7,484
New +$365K 0.18% 68
2022
Q3 		– Sell
-7,276
Closed -$371K – 73
2022
Q2 		$371K Sell
7,276
-3,481
-32% -$181K 0.29% 38
2022
Q1 		$592K Sell
10,757
-162
-1% -$9.2K 0.28% 41
2021
Q4 		$652K Buy
10,919
+31
+0.3% +$1.86K 0.3% 38
2021
Q3 		$654K Sell
10,888
-320
-3% -$19.5K 0.34% 34
2021
Q2 		$679K Buy
11,208
+288
+3% +$17.2K 0.34% 32
2021
Q1 		$645K Sell
10,920
-26
-0.2% -$1.57K 0.35% 32
2020
Q4 		$678K Sell
10,946
-360
-3% -$22K 0.37% 23
2020
Q3 		$687K Buy
11,306
+171
+2% +$10.5K 0.42% 18
2020
Q2 		$673K Buy
11,135
+2,304
+26% +$135K 0.42% 21
2020
Q1 		$495K Buy
8,831
+1,200
+16% +$69.7K 0.37% 23
2019
Q4 		$445K Buy
+7,631
New +$444K 0.4% 28

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

Lloyd Advisory Services's USIG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 95% in Q2 2026, selling an estimated $65K and leaving 64 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Lloyd Advisory Services first reported a position in USIG in Q4 2019 and has held it in 19 quarters since. The position peaked at $687K in Q3 2020. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Lloyd Advisory Services held 64 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.26K as of Q2 2026.
  • Lloyd Advisory Services sold 1,269 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $65K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #459 holding.
  • Lloyd Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Lloyd Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $687K in Q3 2020.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.