Quest 10 Wealth Builders’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Quest 10 Wealth Builders’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	$31.1K	Buy	607 +2	+0.3%	+$102	0.02%	276
2026 Q1	$31K	Buy	605 +1	+0.2%	+$52	0.03%	274
2025 Q4	$31.3K	Buy	604 +2	+0.3%	+$104	0.03%	248
2025 Q3	$31.4K	Buy	602 +2	+0.3%	+$103	0.03%	215
2025 Q2	$30.9K	Sell	600 -12,972	-96%	-$656K	0.03%	228
2025 Q1	$693K	Buy	13,572 +244	+2%	+$12.4K	0.74%	37
2024 Q4	$670K	Buy	+13,328	New	+$683K	0.67%	41

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

Quest 10 Wealth Builders's USIG Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.33% in Q2 2026, buying an estimated $102 and bringing the position to 607 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #276.

Quest 10 Wealth Builders first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $693K in Q1 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Quest 10 Wealth Builders held 607 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $31.1K as of Q2 2026.
Quest 10 Wealth Builders bought 2 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $102.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #276 holding.
Quest 10 Wealth Builders first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $693K in Q1 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.