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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
Q2 		$8.67M Buy
169,089
+9,212
+6% +$472K 0.29% 77
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Simplicity Wealth's USIG Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.8% in Q2 2026, buying an estimated $472K and bringing the position to 169,089 shares worth $8.67M. The position accounts for 0.29% of the portfolio, ranked #77.

Simplicity Wealth first reported a position in USIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.25M in Q2 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Simplicity Wealth held 169,089 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.67M as of Q2 2026.
  • Simplicity Wealth bought 9,212 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $472K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.29% of Simplicity Wealth's portfolio in Q2 2026, its #77 holding.
  • Simplicity Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.25M in Q2 2025.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.