Principal Securities’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Principal Securities’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	$937K	Buy	18,268 +314	+2%	+$16.1K	0.01%	804
2026 Q1	$920K	Sell	17,954 -722	-4%	-$37.4K	0.01%	747
2025 Q4	$967K	Buy	18,676 +399	+2%	+$20.8K	0.01%	706
2025 Q3	$954K	Sell	18,277 -1,323	-7%	-$68.3K	0.02%	682
2025 Q2	$1.01M	Sell	19,600 -430	-2%	-$21.7K	0.02%	612
2025 Q1	$1.01M	Hold	20,030	–	–	0.02%	552
2024 Q4	$1.01M	Buy	20,030 +2,201	+12%	+$113K	0.02%	550
2024 Q3	$937K	Sell	17,829 -671	-4%	-$34.6K	0.02%	542
2024 Q2	$929K	Buy	18,500 +283	+2%	+$14.2K	0.03%	494
2024 Q1	$925K	Buy	18,217 +1,729	+10%	+$87.5K	0.03%	480
2023 Q4	$845K	Buy	+16,488	New	+$805K	0.03%	460

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

Principal Securities's USIG Position: Q2 2026 in Review

Principal Securities increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.7% in Q2 2026, buying an estimated $16.1K and bringing the position to 18,268 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #804.

Principal Securities first reported a position in USIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Principal Securities held 18,268 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $937K as of Q2 2026.
Principal Securities bought 314 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #804 holding.
Principal Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.01M in Q2 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.