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

Spire Wealth Management’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	$3.35K	Hold	65	–	–	﹤0.01%	1904
2026 Q1	$3.34K	Sell	65 -10	-13%	-$518	﹤0.01%	1930
2025 Q4	$3.88K	Hold	75	–	–	﹤0.01%	1964
2025 Q3	$3.92K	Buy	+75	New	+$3.87K	﹤0.01%	2017
2024 Q3	–	Sell	-42	Closed	-$2.12K	–	2274
2024 Q2	$2.12K	Sell	42 -648	-94%	-$32.4K	﹤0.01%	2001
2024 Q1	$35K	Hold	690	–	–	﹤0.01%	1332
2023 Q4	$35K	Hold	690	–	–	﹤0.01%	1319
2023 Q3	$33.2K	Buy	690 +42	+6%	+$2.07K	﹤0.01%	1325
2023 Q2	$32.5K	Hold	648	–	–	﹤0.01%	1385
2023 Q1	$32.8K	Buy	648 +354	+120%	+$17.8K	﹤0.01%	1395
2022 Q4	$14K	Hold	294	–	–	﹤0.01%	1506
2022 Q3	$14K	Sell	294 -354	-55%	-$18K	﹤0.01%	1469
2022 Q2	$33K	Sell	648 -518	-44%	-$27K	﹤0.01%	1473
2022 Q1	$64K	Hold	1,166	–	–	﹤0.01%	1350
2021 Q4	$70K	Buy	1,166 +164	+16%	+$9.84K	﹤0.01%	1563
2021 Q3	$60K	Hold	1,002	–	–	﹤0.01%	1404
2021 Q2	$61K	Hold	1,002	–	–	﹤0.01%	1399
2021 Q1	$59K	Buy	+1,002	New	+$60.3K	﹤0.01%	1645

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

Spire Wealth Management's USIG Position: Q2 2026 in Review

Spire Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 65 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Spire Wealth Management first reported a position in USIG in Q1 2021 and has held it in 18 quarters since. The position peaked at $70K in Q4 2021. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Spire Wealth Management held 65 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.35K as of Q2 2026.
Spire Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1904 holding.
Spire Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
Spire Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $70K in Q4 2021.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.