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 Q2	$489K	Sell	9,538 -278	-3%	-$14.2K	0.03%	471
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 $1.55T 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

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

Regal Investment Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.8% in Q2 2026, selling an estimated $14.2K and leaving 9,538 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #471.

Regal Investment Advisors first reported a position in USIG in Q1 2015 and has held it in 5 quarters since. The position peaked at $504K in Q4 2025. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Regal Investment Advisors held 9,538 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $489K as of Q2 2026.
Regal Investment Advisors sold 278 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #471 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 5 quarters since.
Regal Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $504K in Q4 2025.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.