N.E.W. Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

N.E.W. Advisory Services’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	$1.33K	Hold	26	–	–	﹤0.01%	894
2026 Q1	$1.33K	Hold	26	–	–	﹤0.01%	853
2025 Q4	$1.35K	Hold	26	–	–	﹤0.01%	830
2025 Q3	$1.36K	Hold	26	–	–	﹤0.01%	773
2025 Q2	$1.34K	Sell	26 -26	-50%	-$1.31K	﹤0.01%	771
2025 Q1	$2.66K	Buy	+52	New	+$2.63K	﹤0.01%	766

Other funds holding USIG

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

N.E.W. Advisory Services's USIG Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 26 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

N.E.W. Advisory Services first reported a position in USIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.66K in Q1 2025. 326 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

N.E.W. Advisory Services held 26 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.33K as of Q2 2026.
N.E.W. Advisory Services left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #894 holding.
N.E.W. Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.66K in Q1 2025.
326 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.