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

SIMA 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	$10.1M	Buy	197,581 +3,941	+2%	+$202K	7.18%	5
2026 Q1	$9.92M	Buy	193,640 +15,704	+9%	+$813K	7.56%	3
2025 Q4	$9.21M	Buy	177,936 +4,505	+3%	+$235K	7%	5
2025 Q3	$9.06M	Buy	173,431 +571	+0.3%	+$29.5K	6.93%	5
2025 Q2	$8.89M	Buy	172,860 +18,465	+12%	+$933K	7.18%	3
2025 Q1	$7.89M	Buy	154,395 +17,660	+13%	+$895K	6.55%	6
2024 Q4	$6.88M	Buy	136,735 +38,217	+39%	+$1.96M	5.84%	6
2024 Q3	$5.18M	Buy	98,518 +12,175	+14%	+$628K	4.5%	8
2024 Q2	$4.34M	Buy	+86,343	New	+$4.32M	4.13%	8

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

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

SIMA Wealth Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2% in Q2 2026, buying an estimated $202K and bringing the position to 197,581 shares worth $10.1M. The position accounts for 7.18% of the portfolio, ranked #5.

SIMA Wealth Partners first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

SIMA Wealth Partners held 197,581 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $10.1M as of Q2 2026.
SIMA Wealth Partners bought 3,941 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $202K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 7.18% of SIMA Wealth Partners's portfolio in Q2 2026, its #5 holding.
SIMA Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.