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 Q2	$10.1M	Buy	196,794 +13,058	+7%	+$669K	1.16%	14
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 $1.55T 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

Premier Path Wealth Partners's USIG Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.1% in Q2 2026, buying an estimated $669K and bringing the position to 196,794 shares worth $10.1M. The position accounts for 1.16% of the portfolio, ranked #14.

Premier Path Wealth Partners first reported a position in USIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Premier Path Wealth Partners held 196,794 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $10.1M as of Q2 2026.
Premier Path Wealth Partners bought 13,058 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $669K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #14 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 11 quarters since.
Premier Path Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12.2M in Q3 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.