SageView Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

SageView Advisory Group’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	$357K	Sell	6,959 -65	-0.9%	-$3.33K	0.01%	443
2026 Q1	$360K	Buy	7,024 +112	+2%	+$5.8K	0.01%	417
2025 Q4	$358K	Buy	6,912 +13	+0.2%	+$677	0.01%	432
2025 Q3	$360K	Buy	6,899 +83	+1%	+$4.28K	0.01%	461
2025 Q2	$349K	Sell	6,816 -219	-3%	-$11.1K	0.01%	452
2025 Q1	$359K	Buy	7,035 +550	+8%	+$27.9K	0.02%	418
2024 Q4	$326K	Sell	6,485 -171	-3%	-$8.76K	0.01%	437
2024 Q3	$350K	Buy	+6,656	New	+$343K	0.02%	357
2024 Q2	–	Hold	0	–	–	–	400
2023 Q4	–	Sell	-11,616	Closed	-$567K	–	415
2023 Q3	$558K	Sell	11,616 -2,154	-16%	-$106K	0.03%	316
2023 Q2	$690K	Sell	13,770 -22,100	-62%	-$1.11M	0.04%	289
2023 Q1	$1.82M	Sell	35,870 -26,407	-42%	-$1.33M	0.12%	121
2022 Q4	$3.06M	Buy	+62,277	New	+$3.03M	0.25%	70

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

SageView Advisory Group's USIG Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.93% in Q2 2026, selling an estimated $3.33K and leaving 6,959 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #443.

SageView Advisory Group first reported a position in USIG in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.06M in Q4 2022. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

SageView Advisory Group held 6,959 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $357K as of Q2 2026.
SageView Advisory Group sold 65 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.33K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #443 holding.
SageView Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.06M in Q4 2022.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.