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

Mission 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 		$347K Buy
6,773
+450
+7% +$23K ﹤0.01% 821
2026
Q1 		$324K Buy
6,323
+490
+8% +$25.4K 0.01% 593
2025
Q4 		$302K Sell
5,833
-809
-12% -$42.1K 0.01% 614
2025
Q3 		$347K Sell
6,642
-1,103
-14% -$56.9K 0.01% 569
2025
Q2 		$398K Hold
7,745
– – 0.01% 529
2025
Q1 		$396K Buy
+7,745
New +$392K 0.01% 511

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

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

Mission Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.1% in Q2 2026, buying an estimated $23K and bringing the position to 6,773 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Mission Wealth Management first reported a position in USIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $398K in Q2 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Mission Wealth Management held 6,773 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $347K as of Q2 2026.
  • Mission Wealth Management bought 450 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #821 holding.
  • Mission Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Mission Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $398K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.