PEWA
USIG icon

Pacific Excel Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pacific Excel Wealth 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 		– Sell
-15,485
Closed -$793K – 313
2026
Q1 		$793K Buy
15,485
+6,229
+67% +$322K 0.83% 39
2025
Q4 		$479K Buy
+9,256
New +$482K 0.91% 46

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

Pacific Excel Wealth Advisors's USIG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 15,485 shares — an estimated $793K sold.

Pacific Excel Wealth Advisors first reported a position in USIG in Q4 2025 and held it in 2 quarters. The position peaked at $793K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 15,485 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $793K.
  • Pacific Excel Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $793K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.