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

Pines 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	$941K	Buy	18,371 +107	+0.6%	+$5.54K	0.3%	86
2025 Q4	$946K	Buy	18,264 +145	+0.8%	+$7.55K	0.31%	83
2025 Q3	$946K	Sell	18,119 -1,137	-6%	-$58.7K	0.32%	82
2025 Q2	$986K	Sell	19,256 -6,318	-25%	-$319K	0.35%	72
2025 Q1	$1.27M	Buy	25,574 +489	+2%	+$24.8K	0.59%	39
2024 Q4	$1.25M	Buy	+25,085	New	+$1.28M	0.54%	46

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

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

Pines Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.59% in Q1 2026, buying an estimated $5.54K and bringing the position to 18,371 shares worth $941K. The position accounts for 0.3% of the portfolio, ranked #86.

Pines Wealth Management first reported a position in USIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Pines Wealth Management held 18,371 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $941K as of Q1 2026.
Pines Wealth Management bought 107 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.54K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.3% of Pines Wealth Management's portfolio in Q1 2026, its #86 holding.
Pines Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.27M in Q1 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.