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

Modern 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	$14.2M	Buy	278,900 +30,072	+12%	+$1.56M	0.24%	102
2025 Q4	$12.9M	Buy	248,828 +1,056	+0.4%	+$55K	0.23%	107
2025 Q3	$12.9M	Sell	247,772 -48,121	-16%	-$2.48M	0.26%	103
2025 Q2	$15.2M	Buy	295,893 +149,442	+102%	+$7.55M	0.37%	69
2025 Q1	$6.77M	Buy	146,451 +42,874	+41%	+$2.17M	0.22%	95
2024 Q4	$5.21M	Buy	103,577 +26,411	+34%	+$1.35M	0.19%	103
2024 Q3	$4.06M	Buy	77,166 +16,699	+28%	+$862K	0.25%	67
2024 Q2	$3.04M	Buy	60,467 +28,983	+92%	+$1.45M	0.22%	64
2024 Q1	$1.6M	Buy	31,484 +25,142	+396%	+$1.27M	0.15%	90
2023 Q4	$325K	Buy	+6,342	New	+$309K	0.04%	127

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

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

Modern Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q1 2026, buying an estimated $1.56M and bringing the position to 278,900 shares worth $14.2M. The position accounts for 0.24% of the portfolio, ranked #102.

Modern Wealth Management first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.2M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Modern Wealth Management held 278,900 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $14.2M as of Q1 2026.
Modern Wealth Management bought 30,072 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.56M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.24% of Modern Wealth Management's portfolio in Q1 2026, its #102 holding.
Modern Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15.2M 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.