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 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 $1.37T 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

Principal Securities's USIG Position: Q1 2026 in Review

Principal Securities reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.9% in Q1 2026, selling an estimated $37.4K and leaving 17,954 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #747.

Principal Securities first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Principal Securities held 17,954 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $920K as of Q1 2026.
Principal Securities sold 722 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $37.4K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #747 holding.
Principal Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.01M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.