Sagespring Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sagespring Wealth Partners’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	$328K	Sell	6,389 -720	-10%	-$36.9K	0.01%	655
2026 Q1	$364K	Buy	7,109 +79	+1%	+$4.09K	0.01%	589
2025 Q4	$364K	Buy	7,030 +231	+3%	+$12K	0.01%	567
2025 Q3	$355K	Sell	6,799 -38	-0.6%	-$1.96K	0.01%	552
2025 Q2	$352K	Sell	6,837 -88	-1%	-$4.45K	0.01%	532
2025 Q1	$354K	Buy	+6,925	New	+$351K	0.01%	469

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

Sagespring Wealth Partners's USIG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 10% in Q2 2026, selling an estimated $36.9K and leaving 6,389 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #655.

Sagespring Wealth Partners first reported a position in USIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q1 2026. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Sagespring Wealth Partners held 6,389 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $328K as of Q2 2026.
Sagespring Wealth Partners sold 720 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $36.9K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #655 holding.
Sagespring Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $364K in Q1 2026.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.