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

ShoreHaven 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	$348K	Sell	6,783 -86	-1%	-$4.41K	0.11%	83
2026 Q1	$352K	Buy	6,869 +1,423	+26%	+$73.7K	0.13%	83
2025 Q4	$282K	Sell	5,446 -23	-0.4%	-$1.2K	0.1%	88
2025 Q3	$286K	Sell	5,469 -11	-0.2%	-$568	0.11%	86
2025 Q2	$282K	Buy	5,480 +155	+3%	+$7.83K	0.12%	80
2025 Q1	$272K	Sell	5,325 -457	-8%	-$23.2K	0.13%	80
2024 Q4	$291K	Sell	5,782 -5,245	-48%	-$269K	0.14%	77
2024 Q3	$580K	Sell	11,027 -10,386	-49%	-$536K	0.28%	54
2024 Q2	$1.08M	Sell	21,413 -9,301	-30%	-$465K	0.56%	36
2024 Q1	$1.56M	Sell	30,714 -1,543	-5%	-$78.1K	0.86%	30
2023 Q4	$1.65M	Buy	32,257 +15,447	+92%	+$754K	1.01%	26
2023 Q3	$808K	Buy	+16,810	New	+$827K	0.56%	38
2023 Q2	–	Sell	-13,447	Closed	-$681K	–	74
2023 Q1	$681K	Buy	+13,447	New	+$675K	0.48%	41
2022 Q3	–	Sell	-36,980	Closed	-$1.88M	–	83
2022 Q2	$1.88M	Buy	+36,980	New	+$1.93M	1.35%	20

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

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

ShoreHaven Wealth Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.3% in Q2 2026, selling an estimated $4.41K and leaving 6,783 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #83.

ShoreHaven Wealth Partners first reported a position in USIG in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.88M in Q2 2022. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

ShoreHaven Wealth Partners held 6,783 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $348K as of Q2 2026.
ShoreHaven Wealth Partners sold 86 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.41K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #83 holding.
ShoreHaven Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
ShoreHaven Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.88M in Q2 2022.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.