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Prospera Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Prospera Financial Services’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 		$361K Sell
7,028
-79
-1% -$4.05K 0.01% 1173
2026
Q1 		$364K Buy
7,107
+1,530
+27% +$79.2K 0.01% 1131
2025
Q4 		$289K Sell
5,577
-338
-6% -$17.6K ﹤0.01% 1166
2025
Q3 		$309K Sell
5,915
-5
-0.1% -$258 0.01% 1130
2025
Q2 		$305K Sell
5,920
-1,007
-15% -$50.9K 0.01% 1100
2025
Q1 		$354K Buy
6,927
+611
+10% +$31K 0.01% 920
2024
Q4 		$318K Sell
6,316
-245
-4% -$12.5K 0.01% 911
2024
Q3 		$345K Buy
6,561
+1,095
+20% +$56.5K 0.01% 868
2024
Q2 		$275K Sell
5,466
-397
-7% -$19.9K 0.01% 952
2024
Q1 		$298K Buy
+5,863
New +$297K 0.01% 906
2022
Q3 		– Sell
-2,012
Closed -$103K – 1553
2022
Q2 		$103K Sell
2,012
-2,343
-54% -$122K 0.01% 894
2022
Q1 		$240K Buy
4,355
+231
+6% +$13.1K 0.01% 819
2021
Q4 		$246K Buy
+4,124
New +$247K 0.01% 768
2021
Q2 		– Sell
-3,483
Closed -$206K – 824
2021
Q1 		$206K Sell
3,483
-1,133
-25% -$68.2K 0.01% 712
2020
Q4 		$286K Buy
4,616
+1,569
+51% +$96.1K 0.02% 548
2020
Q3 		$185K Sell
3,047
-1,566
-34% -$95.9K 0.07% 250
2020
Q2 		$279K Sell
4,613
-520
-10% -$30.4K 0.02% 465
2020
Q1 		$288K Sell
5,133
-153
-3% -$8.88K 0.03% 402
2019
Q4 		$308K Sell
5,286
-2,105
-28% -$122K 0.02% 478
2019
Q3 		$431K Buy
7,391
+1,047
+17% +$60.4K 0.04% 348
2019
Q2 		$362K Buy
+6,344
New +$352K 0.04% 357

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

Prospera Financial Services's USIG Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q2 2026, selling an estimated $4.05K and leaving 7,028 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #1173.

Prospera Financial Services first reported a position in USIG in Q2 2019 and has held it in 21 quarters since. The position peaked at $431K in Q3 2019. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Prospera Financial Services held 7,028 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $361K as of Q2 2026.
  • Prospera Financial Services sold 79 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.05K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1173 holding.
  • Prospera Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Prospera Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $431K in Q3 2019.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.