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Sowell Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sowell Financial Services’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 		$1.48M Sell
28,830
-630
-2% -$32.3K 0.05% 378
2026
Q1 		$1.51M Buy
29,460
+1,577
+6% +$81.6K 0.06% 362
2025
Q4 		$1.44M Buy
27,883
+1,549
+6% +$80.7K 0.05% 349
2025
Q3 		$1.38M Buy
26,334
+1,194
+5% +$61.6K 0.05% 355
2025
Q2 		$1.29M Sell
25,140
-1,669
-6% -$84.3K 0.05% 351
2025
Q1 		$1.37M Buy
26,809
+947
+4% +$48K 0.06% 309
2024
Q4 		$1.3M Buy
25,862
+7,657
+42% +$392K 0.07% 272
2024
Q3 		$957K Buy
+18,205
New +$940K 0.04% 344
2023
Q2 		– Sell
-5,244
Closed -$266K – 819
2023
Q1 		$266K Buy
+5,244
New +$263K 0.02% 607
2021
Q2 		– Sell
-10,128
Closed -$605K – 2612
2021
Q1 		$605K Sell
10,128
-2,249
-18% -$135K 0.02% 576
2020
Q4 		$767K Sell
12,377
-417
-3% -$25.5K 0.03% 391
2020
Q3 		$778K Sell
12,794
-3,649
-22% -$224K 0.04% 355
2020
Q2 		$993K Sell
16,443
-1,629
-9% -$95.3K 0.05% 274
2020
Q1 		$1.01M Sell
18,072
-63
-0.3% -$3.66K 0.07% 246
2019
Q4 		$1.06M Sell
18,135
-356
-2% -$20.7K 0.08% 252
2019
Q3 		$1.08M Buy
+18,491
New +$1.07M 0.09% 242
2019
Q1 		$932K Sell
16,861
-1,056
-6% -$57K 0.1% 211
2018
Q4 		$949K Buy
+17,917
New +$944K 0.13% 172

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

Sowell Financial Services's USIG Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.1% in Q2 2026, selling an estimated $32.3K and leaving 28,830 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #378.

Sowell Financial Services first reported a position in USIG in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.51M in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Sowell Financial Services held 28,830 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.48M as of Q2 2026.
  • Sowell Financial Services sold 630 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $32.3K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #378 holding.
  • Sowell Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 18 quarters since.
  • Sowell Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.51M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.