Signal Advisors Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Signal Advisors Wealth’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	$394K	Buy	7,677 +951	+14%	+$48.7K	0.02%	469
2026 Q1	$345K	Buy	6,726 +164	+2%	+$8.49K	0.02%	438
2025 Q4	$340K	Sell	6,562 -849	-11%	-$44.2K	0.03%	381
2025 Q3	$387K	Sell	7,411 -1,495	-17%	-$77.1K	0.04%	306
2025 Q2	$458K	Sell	8,906 -7,643	-46%	-$386K	0.04%	309
2025 Q1	$845K	Buy	16,549 +359	+2%	+$18.2K	0.08%	206
2024 Q4	$814K	Buy	16,190 +555	+4%	+$28.4K	0.09%	205
2024 Q3	$822K	Buy	+15,635	New	+$807K	0.12%	193
2024 Q2	–	Sell	-16,487	Closed	-$837K	–	266
2024 Q1	$837K	Buy	16,487 +5,000	+44%	+$253K	0.21%	108
2023 Q4	$589K	Buy	+11,487	New	+$561K	0.2%	107

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

Signal Advisors Wealth's USIG Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 14% in Q2 2026, buying an estimated $48.7K and bringing the position to 7,677 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #469.

Signal Advisors Wealth first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $845K in Q1 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Signal Advisors Wealth held 7,677 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $394K as of Q2 2026.
Signal Advisors Wealth bought 951 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $48.7K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #469 holding.
Signal Advisors Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $845K in Q1 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.