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

Regal 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 Q1	$503K	Buy	9,816 +86	+0.9%	+$4.45K	0.03%	431
2025 Q4	$504K	Buy	9,730 +4,519	+87%	+$235K	0.03%	422
2025 Q3	$272K	Buy	+5,211	New	+$269K	0.02%	484
2015 Q2	–	Sell	-364	Closed	-$21K	–	1023
2015 Q1	$21K	Buy	+364	New	+$20.5K	0.01%	562

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 $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Regal Investment Advisors's USIG Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.88% in Q1 2026, buying an estimated $4.45K and bringing the position to 9,816 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #431.

Regal Investment Advisors first reported a position in USIG in Q1 2015 and has held it in 4 quarters since. The position peaked at $504K in Q4 2025. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Regal Investment Advisors held 9,816 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $503K as of Q1 2026.
Regal Investment Advisors bought 86 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.45K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #431 holding.
Regal Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 4 quarters since.
Regal Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $504K in Q4 2025.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.