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Prepared Retirement Institute’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Prepared Retirement Institute’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 		$846K Buy
+16,500
New +$845K 0.36% 39

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prepared Retirement Institute's USIG Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 16,500 shares worth $846K. The stake represents 0.36% of the portfolio and ranks #39 among its holdings.

463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Prepared Retirement Institute held 16,500 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $846K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Prepared Retirement Institute position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.36% of Prepared Retirement Institute's portfolio in Q2 2026, its #39 holding.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.