Plante Moran Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Plante Moran Financial 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	$12.3K	Buy	+239	New	+$12.2K	﹤0.01%	534
2025 Q2	–	Sell	-51	Closed	-$2.6K	–	860
2025 Q1	$2.6K	Sell	51 -39	-43%	-$1.98K	﹤0.01%	688
2024 Q4	$4.53K	Buy	+90	New	+$4.61K	﹤0.01%	701
2024 Q1	–	Sell	-148	Closed	-$7.59K	–	933
2023 Q4	$7.59K	Buy	+148	New	+$7.22K	﹤0.01%	591
2020 Q4	–	Sell	-70	Closed	-$4K	–	998
2020 Q3	$4K	Buy	70 +14	+25%	+$858	﹤0.01%	729
2020 Q2	$3K	Buy	+56	New	+$3.28K	﹤0.01%	643
2019 Q4	–	Sell	-12	Closed	-$1K	–	904
2019 Q3	$1K	Buy	12 +3	+33%	+$173	﹤0.01%	827
2019 Q2	$1K	Buy	+9	New	+$500	﹤0.01%	766

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

Plante Moran Financial Advisors's USIG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 239 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in USIG as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in USIG in Q2 2019 and has held it in 8 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Plante Moran Financial Advisors held 239 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $12.3K as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #534 holding.
Plante Moran Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 8 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.