Meadow Creek Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Meadow Creek Wealth 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	$328K	Sell	6,393 -68	-1%	-$3.48K	0.2%	95
2026 Q1	$331K	Sell	6,461 -20	-0.3%	-$1.03K	0.21%	95
2025 Q4	$336K	Sell	6,481 -678	-9%	-$35.3K	0.21%	91
2025 Q3	$376K	Hold	7,159	–	–	0.25%	78
2025 Q2	$368K	Hold	7,159	–	–	0.25%	81
2025 Q1	$366K	Sell	7,159 -42	-0.6%	-$2.13K	0.27%	78
2024 Q4	$362K	Hold	7,201	–	–	0.26%	82
2024 Q3	$379K	Sell	7,201 -50	-0.7%	-$2.58K	0.3%	80
2024 Q2	$364K	Sell	7,251 -20	-0.3%	-$1K	0.34%	72
2024 Q1	$369K	Sell	7,271 -40	-0.5%	-$2.02K	0.26%	87
2023 Q4	$375K	Buy	+7,311	New	+$357K	0.36%	62
2022 Q3	$392K	Sell	8,154 -20	-0.2%	-$1.02K	0.52%	48
2022 Q2	$417K	Hold	8,174	–	–	0.51%	48
2022 Q1	$450K	Buy	8,174 +619	+8%	+$35.1K	0.49%	56
2021 Q4	$451K	Buy	+7,555	New	+$453K	0.43%	60
2019 Q4	$507K	Buy	+8,702	New	+$506K	0.7%	44

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

Meadow Creek Wealth Advisors's USIG Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q2 2026, selling an estimated $3.48K and leaving 6,393 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #95.

Meadow Creek Wealth Advisors first reported a position in USIG in Q4 2019 and has held it in 16 quarters since. The position peaked at $507K in Q4 2019. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Meadow Creek Wealth Advisors held 6,393 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $328K as of Q2 2026.
Meadow Creek Wealth Advisors sold 68 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.48K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.2% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Meadow Creek Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
Meadow Creek Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $507K in Q4 2019.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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