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Lyell Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lyell Wealth Management’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 		$326K Sell
6,360
-350
-5% -$17.9K 0.02% 190
2026
Q1 		$344K Hold
6,710
– – 0.03% 173
2025
Q4 		$347K Hold
6,710
– – 0.03% 174
2025
Q3 		$350K Sell
6,710
-1,440
-18% -$74.3K 0.03% 168
2025
Q2 		$419K Sell
8,150
-1,665
-17% -$84.1K 0.03% 156
2025
Q1 		$501K Hold
9,815
– – 0.05% 145
2024
Q4 		$493K Hold
9,815
– – 0.04% 143
2024
Q3 		$516K Hold
9,815
– – 0.05% 142
2024
Q2 		$493K Hold
9,815
– – 0.05% 141
2024
Q1 		$498K Hold
9,815
– – 0.05% 139
2023
Q4 		$503K Sell
9,815
-305
-3% -$14.9K 0.06% 136
2023
Q3 		$486K Sell
10,120
-6,290
-38% -$309K 0.07% 124
2023
Q2 		$822K Sell
16,410
-1,200
-7% -$60.2K 0.11% 110
2023
Q1 		$892K Buy
17,610
+2,790
+19% +$140K 0.12% 114
2022
Q4 		$728K Sell
14,820
-5,050
-25% -$246K 0.11% 122
2022
Q3 		$955K Sell
19,870
-2,360
-11% -$120K 0.16% 102
2022
Q2 		$1.13M Buy
22,230
+2,550
+13% +$133K 0.18% 99
2022
Q1 		$1.08M Buy
19,680
+1,680
+9% +$95.4K 0.14% 101
2021
Q4 		$1.07M Buy
18,000
+4,380
+32% +$263K 0.12% 102
2021
Q3 		$819K Hold
13,620
– – 0.1% 112
2021
Q2 		$825K Sell
13,620
-600
-4% -$35.8K 0.1% 116
2021
Q1 		$840K Buy
14,220
+4,120
+41% +$248K 0.12% 104
2020
Q4 		$626K Buy
+10,100
New +$618K 0.1% 99

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

Lyell Wealth Management's USIG Position: Q2 2026 in Review

Lyell Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.2% in Q2 2026, selling an estimated $17.9K and leaving 6,360 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #190.

Lyell Wealth Management first reported a position in USIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q2 2022. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Lyell Wealth Management held 6,360 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $326K as of Q2 2026.
  • Lyell Wealth Management sold 350 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17.9K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Lyell Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Lyell Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.13M in Q2 2022.
  • 466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.