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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sagespring Wealth Partners's USIG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q1 2026, buying an estimated $4.09K and bringing the position to 7,109 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #589.

Sagespring Wealth Partners first reported a position in USIG in Q1 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Sagespring Wealth Partners held 7,109 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $364K as of Q1 2026.
  • Sagespring Wealth Partners bought 79 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.09K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #589 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 5 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.