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

Simplicity 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 Q1	$8.19M	Buy	159,877 +9,535	+6%	+$494K	0.46%	46
2025 Q4	$7.78M	Buy	150,342 +24,374	+19%	+$1.27M	0.46%	49
2025 Q3	$6.58M	Sell	125,968 -53,848	-30%	-$2.78M	0.38%	53
2025 Q2	$9.25M	Buy	179,816 +73,659	+69%	+$3.72M	0.39%	58
2025 Q1	$5.42M	Buy	106,157 +100,280	+1,706%	+$5.08M	0.42%	45
2024 Q4	$295K	Sell	5,877 -92,101	-94%	-$4.72M	0.06%	241
2024 Q3	$5.15M	Sell	97,978 -10,483	-10%	-$541K	0.48%	47
2024 Q2	$5.45M	Sell	108,461 -43,801	-29%	-$2.19M	0.12%	166
2024 Q1	$7.73M	Buy	152,262 +10,207	+7%	+$517K	0.18%	112
2023 Q4	$7.28M	Sell	142,055 -2,643	-2%	-$129K	2.82%	10
2023 Q3	$6.96M	Buy	144,698 +8,153	+6%	+$401K	4.07%	9
2023 Q2	$6.84M	Sell	136,545 -5,300	-4%	-$266K	4.25%	9
2023 Q1	$7.19M	Buy	141,845 +30,840	+28%	+$1.55M	4.78%	8
2022 Q4	$5.45M	Buy	+111,005	New	+$5.41M	4.81%	6

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Wealth's USIG Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 6.3% in Q1 2026, buying an estimated $494K and bringing the position to 159,877 shares worth $8.19M. The position accounts for 0.46% of the portfolio, ranked #46.

Simplicity Wealth first reported a position in USIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.25M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Simplicity Wealth held 159,877 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.19M as of Q1 2026.
Simplicity Wealth bought 9,535 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $494K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.46% of Simplicity Wealth's portfolio in Q1 2026, its #46 holding.
Simplicity Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Simplicity Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.25M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.