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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mission Wealth Management's USIG Position: Q1 2026 in Review

Mission Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 6,323 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #593.

Mission Wealth Management first reported a position in USIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Mission Wealth Management held 6,323 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $324K as of Q1 2026.
Mission Wealth Management bought 490 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25.4K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #593 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 5 quarters since.
Mission Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $398K in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.