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Sound Income Strategies’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sound Income Strategies’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 		– Sell
-3,633
Closed -$186K – 2296
2026
Q1 		$186K Buy
3,633
+4
+0.1% +$207 0.01% 438
2025
Q4 		$188K Buy
3,629
+2,414
+199% +$126K 0.01% 432
2025
Q3 		$63.2K Sell
1,215
-273
-18% -$14.1K ﹤0.01% 509
2025
Q2 		$76.5K Buy
1,488
+34
+2% +$1.72K ﹤0.01% 435
2025
Q1 		$74.3K Hold
1,454
– – ﹤0.01% 437
2024
Q4 		$73.1K Hold
1,454
– – ﹤0.01% 399
2024
Q3 		$76.5K Hold
1,454
– – ﹤0.01% 381
2024
Q2 		$73K Buy
1,454
+871
+149% +$43.6K ﹤0.01% 378
2024
Q1 		$29.6K Sell
583
-226
-28% -$11.4K ﹤0.01% 525
2023
Q4 		$41.5K Sell
809
-1,016
-56% -$49.6K ﹤0.01% 442
2023
Q3 		$87.7K Sell
1,825
-90
-5% -$4.43K 0.01% 223
2023
Q2 		$95.9K Sell
1,915
-1,684
-47% -$84.5K 0.01% 220
2023
Q1 		$182K Sell
3,599
-2,541
-41% -$128K 0.02% 155
2022
Q4 		$302K Sell
6,140
-204
-3% -$9.94K 0.04% 121
2022
Q3 		$305K Sell
6,344
-2,193
-26% -$112K 0.04% 116
2022
Q2 		$435K Sell
8,537
-1,452
-15% -$75.6K 0.06% 106
2022
Q1 		$550K Sell
9,989
-420
-4% -$23.8K 0.06% 104
2021
Q4 		$622K Sell
10,409
-869
-8% -$52.1K 0.07% 104
2021
Q3 		$678K Sell
11,278
-1,390
-11% -$84.7K 0.09% 100
2021
Q2 		$768K Buy
+12,668
New +$757K 0.11% 95
2018
Q2 		– Sell
-18
Closed -$1K – 794
2018
Q1 		$1K Hold
18
– – ﹤0.01% 554
2017
Q4 		$1K Buy
+18
New +$1.01K ﹤0.01% 485

Other funds holding USIG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Sound Income Strategies's USIG Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 3,633 shares — an estimated $186K sold.

Sound Income Strategies first reported a position in USIG in Q4 2017 and held it in 22 quarters. The position peaked at $768K in Q2 2021. 359 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,633 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $186K.
  • Sound Income Strategies first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and held it in 22 quarters.
  • Sound Income Strategies's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $768K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.