&Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

&Partners’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	$501K	Sell	9,856 -1,008	-9%	-$51.6K	﹤0.01%	1827
2026 Q1	$561K	Buy	10,864 +4,465	+70%	+$231K	﹤0.01%	1630
2025 Q4	$331K	Buy	+6,399	New	+$333K	﹤0.01%	1858
2025 Q2	–	Sell	-4,971	Closed	-$253K	–	2038
2025 Q1	$253K	Sell	4,971 -20,989	-81%	-$1.06M	﹤0.01%	1495
2024 Q4	$1.3M	Buy	25,960 +3,617	+16%	+$185K	0.02%	659
2024 Q3	$1.17M	Buy	+22,343	New	+$1.15M	0.02%	512

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

&Partners's USIG Position: Q2 2026 in Review

&Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.3% in Q2 2026, selling an estimated $51.6K and leaving 9,856 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

&Partners first reported a position in USIG in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

&Partners held 9,856 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $501K as of Q2 2026.
&Partners sold 1,008 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1827 holding.
&Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
&Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.