Realta Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Realta Investment Advisors’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	$513	Hold	10	–	–	﹤0.01%	364
2026 Q1	$512	Hold	10	–	–	﹤0.01%	352
2025 Q4	$518	Hold	10	–	–	﹤0.01%	332
2025 Q3	$522	Hold	10	–	–	﹤0.01%	320
2025 Q2	$514	Hold	10	–	–	﹤0.01%	293
2025 Q1	$511	Hold	10	–	–	﹤0.01%	314
2024 Q4	$502	Hold	10	–	–	﹤0.01%	328
2024 Q3	$518	Sell	10 -110	-92%	-$5.68K	﹤0.01%	351
2024 Q2	$6.03K	Hold	120	–	–	﹤0.01%	710
2024 Q1	$6.09K	Buy	+120	New	+$6.08K	﹤0.01%	733
2023 Q4	–	Sell	-120	Closed	-$6.01K	–	771
2023 Q3	$6.01K	Hold	120	–	–	﹤0.01%	708
2023 Q2	$6.01K	Buy	+120	New	+$6.02K	﹤0.01%	761
2023 Q1	–	Sell	-1,020	Closed	-$50.1K	–	797
2022 Q4	$50.1K	Buy	1,020 +50	+5%	+$2.44K	0.01%	551
2022 Q3	$47K	Buy	+970	New	+$49.4K	0.01%	537
2020 Q1	–	Sell	-110	Closed	-$6K	–	1327
2019 Q4	$6K	Hold	110	–	–	﹤0.01%	1305
2019 Q3	$6K	Hold	110	–	–	﹤0.01%	1288
2019 Q2	$6K	Hold	110	–	–	﹤0.01%	1332
2019 Q1	$6K	Buy	+110	New	+$5.94K	﹤0.01%	1041

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

Realta Investment Advisors's USIG Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 10 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Realta Investment Advisors first reported a position in USIG in Q1 2019 and has held it in 18 quarters since. The position peaked at $50.1K in Q4 2022. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Realta Investment Advisors held 10 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $513 as of Q2 2026.
Realta Investment Advisors left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #364 holding.
Realta Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 18 quarters since.
Realta Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $50.1K in Q4 2022.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.