Southland Equity Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Southland Equity 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	$263K	Sell	5,118 -250	-5%	-$12.8K	0.05%	257
2026 Q1	$275K	Hold	5,368	–	–	0.05%	224
2025 Q4	$278K	Hold	5,368	–	–	0.05%	208
2025 Q3	$280K	Buy	5,368 +980	+22%	+$50.6K	0.06%	195
2025 Q2	$226K	Buy	+4,388	New	+$222K	0.05%	219

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

Southland Equity Partners's USIG Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.7% in Q2 2026, selling an estimated $12.8K and leaving 5,118 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #257.

Southland Equity Partners first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q3 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Southland Equity Partners held 5,118 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $263K as of Q2 2026.
Southland Equity Partners sold 250 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #257 holding.
Southland Equity Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Southland Equity Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $280K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.