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OneDigital Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

OneDigital Investment Advisors’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 		$18.7M Sell
365,404
-39,907
-10% -$2.04M 0.16% 121
2026
Q1 		$20.8M Sell
405,311
-1,075
-0.3% -$55.7K 0.2% 103
2025
Q4 		$21M Buy
406,386
+2,390
+0.6% +$124K 0.21% 102
2025
Q3 		$21.1M Sell
403,996
-6,986
-2% -$360K 0.22% 96
2025
Q2 		$21.1M Buy
410,982
+60,936
+17% +$3.08M 0.23% 89
2025
Q1 		$17.9M Sell
350,046
-1,858
-0.5% -$94.1K 0.21% 98
2024
Q4 		$17.7M Buy
351,904
+13,475
+4% +$690K 0.21% 93
2024
Q3 		$17.8M Buy
338,429
+10,953
+3% +$565K 0.2% 96
2024
Q2 		$16.4M Buy
327,476
+7,644
+2% +$382K 0.21% 94
2024
Q1 		$16.2M Buy
319,832
+17,031
+6% +$862K 0.26% 85
2023
Q4 		$15.5M Buy
302,801
+190,834
+170% +$9.31M 0.27% 83
2023
Q3 		$5.38M Buy
111,967
+14,944
+15% +$735K 0.12% 146
2023
Q2 		$4.86M Buy
97,023
+10,922
+13% +$548K 0.11% 151
2023
Q1 		$4.36M Buy
86,101
+14,021
+19% +$704K 0.1% 155
2022
Q4 		$3.54M Buy
72,080
+62,455
+649% +$3.04M 0.1% 168
2022
Q3 		$462K Buy
+9,625
New +$490K 0.02% 483
2022
Q1 		– Sell
-4,342
Closed -$259K – 848
2021
Q4 		$259K Buy
4,342
+370
+9% +$22.2K 0.01% 643
2021
Q3 		$239K Buy
+3,972
New +$242K 0.01% 629

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

OneDigital Investment Advisors's USIG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.8% in Q2 2026, selling an estimated $2.04M and leaving 365,404 shares worth $18.7M. The position accounts for 0.16% of the portfolio, ranked #121.

OneDigital Investment Advisors first reported a position in USIG in Q3 2021 and has held it in 18 quarters since. The position peaked at $21.1M in Q2 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • OneDigital Investment Advisors held 365,404 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.7M as of Q2 2026.
  • OneDigital Investment Advisors sold 39,907 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.04M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.16% of OneDigital Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • OneDigital Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21.1M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.