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

Sequoia Financial 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	$1.37M	Buy	26,616 +648	+2%	+$33.2K	0.01%	801
2026 Q1	$1.33M	Buy	25,968 +1,429	+6%	+$74K	0.01%	770
2025 Q4	$1.27M	Sell	24,539 -1,736	-7%	-$90.4K	0.01%	773
2025 Q3	$1.37M	Sell	26,275 -562	-2%	-$29K	0.01%	652
2025 Q2	$1.38M	Buy	26,837 +947	+4%	+$47.9K	0.01%	577
2025 Q1	$1.32M	Buy	25,890 +21,604	+504%	+$1.09M	0.01%	537
2024 Q4	$216K	Sell	4,286 -1,092	-20%	-$55.9K	﹤0.01%	1184
2024 Q3	$283K	Sell	5,378 -3,157	-37%	-$163K	﹤0.01%	993
2024 Q2	$429K	Sell	8,535 -1,277	-13%	-$63.9K	0.01%	756
2024 Q1	$498K	Sell	9,812 -3,340	-25%	-$169K	0.01%	689
2023 Q4	$674K	Buy	+13,152	New	+$642K	0.01%	649

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

Sequoia Financial Advisors's USIG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.5% in Q2 2026, buying an estimated $33.2K and bringing the position to 26,616 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #801.

Sequoia Financial Advisors first reported a position in USIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q2 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Sequoia Financial Advisors held 26,616 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.37M as of Q2 2026.
Sequoia Financial Advisors bought 648 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $33.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #801 holding.
Sequoia Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.38M in Q2 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.