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

Merited Wealth’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 		$256K Sell
4,988
-1,447
-22% -$74.1K 0.18% 70
2026
Q1 		$330K Buy
6,435
+1,435
+29% +$74.3K 0.27% 64
2025
Q4 		$259K Buy
+5,000
New +$260K 0.24% 70

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

Merited Wealth's USIG Position: Q2 2026 in Review

Merited Wealth reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 22% in Q2 2026, selling an estimated $74.1K and leaving 4,988 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #70.

Merited Wealth first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $330K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Merited Wealth held 4,988 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $256K as of Q2 2026.
  • Merited Wealth sold 1,447 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $74.1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.18% of Merited Wealth's portfolio in Q2 2026, its #70 holding.
  • Merited Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Merited Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $330K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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