Premier Path Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Premier Path Wealth 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 Q1	$9.41M	Sell	183,736 -32,597	-15%	-$1.69M	1.23%	15
2025 Q4	$11.2M	Sell	216,333 -17,068	-7%	-$889K	1.45%	11
2025 Q3	$12.2M	Buy	233,401 +12,368	+6%	+$638K	1.57%	8
2025 Q2	$11.4M	Buy	221,033 +8,463	+4%	+$428K	1.58%	7
2025 Q1	$10.9M	Sell	212,570 -3,050	-1%	-$155K	1.69%	7
2024 Q4	$10.8M	Buy	215,620 +7,436	+4%	+$381K	1.65%	7
2024 Q3	$10.9M	Buy	208,184 +13,849	+7%	+$715K	1.73%	6
2024 Q2	$9.76M	Sell	194,335 -35,227	-15%	-$1.76M	1.66%	6
2024 Q1	$11.4M	Buy	229,562 +228,042	+15,003%	+$11.5M	2.14%	5
2023 Q4	$445K	Buy	+1,520	New	+$74.2K	0.1%	206

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

Premier Path Wealth Partners's USIG Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 15% in Q1 2026, selling an estimated $1.69M and leaving 183,736 shares worth $9.41M. The position accounts for 1.23% of the portfolio, ranked #15.

Premier Path Wealth Partners first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.2M in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Premier Path Wealth Partners held 183,736 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $9.41M as of Q1 2026.
Premier Path Wealth Partners sold 32,597 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.69M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.23% of Premier Path Wealth Partners's portfolio in Q1 2026, its #15 holding.
Premier Path Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12.2M in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.