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Steward Partners Investment Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Steward Partners Investment Advisory’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 		$14.8M Buy
287,652
+19,156
+7% +$981K 0.08% 261
2026
Q1 		$13.8M Buy
268,496
+2,199
+0.8% +$114K 0.07% 266
2025
Q4 		$13.8M Buy
266,297
+9,479
+4% +$494K 0.08% 231
2025
Q3 		$13.4M Buy
256,818
+4,265
+2% +$220K 0.08% 222
2025
Q2 		$13M Buy
252,553
+10,469
+4% +$529K 0.1% 201
2025
Q1 		$12.4M Buy
242,084
+8,587
+4% +$435K 0.11% 186
2024
Q4 		$11.7M Sell
233,497
-28,447
-11% -$1.46M 0.1% 191
2024
Q3 		$13.8M Buy
261,944
+2,172
+0.8% +$112K 0.13% 167
2024
Q2 		$13M Buy
259,772
+13,133
+5% +$657K 0.14% 156
2024
Q1 		$12.5M Buy
246,639
+9,585
+4% +$485K 0.14% 163
2023
Q4 		$12.2M Buy
237,054
+139,636
+143% +$6.81M 0.16% 137
2023
Q3 		$4.68M Buy
97,418
+3,324
+4% +$164K 0.07% 271
2023
Q2 		$4.71M Buy
94,094
+1,922
+2% +$96.5K 0.07% 272
2023
Q1 		$4.67M Buy
92,172
+5,485
+6% +$276K 0.07% 268
2022
Q4 		$4.26M Buy
86,687
+1,291
+2% +$62.9K 0.07% 280
2022
Q3 		$4.1M Buy
85,396
+26,227
+44% +$1.34M 0.08% 269
2022
Q2 		$3.02M Sell
59,169
-2,274
-4% -$118K 0.06% 337
2022
Q1 		$3.38M Sell
61,443
-9,883
-14% -$561K 0.05% 345
2021
Q4 		$4.26M Sell
71,326
-516
-0.7% -$30.9K 0.06% 298
2021
Q3 		$4.32M Buy
71,842
+1,806
+3% +$110K 0.07% 281
2021
Q2 		$4.24M Buy
70,036
+6,117
+10% +$365K 0.07% 277
2021
Q1 		$3.77M Buy
63,919
+9,466
+17% +$570K 0.07% 300
2020
Q4 		$3.37M Buy
54,453
+2,013
+4% +$123K 0.07% 267
2020
Q3 		$3.19M Sell
52,440
-8,853
-14% -$542K 0.08% 242
2020
Q2 		$3.7M Buy
61,293
+5,303
+9% +$310K 0.11% 204
2020
Q1 		$3.14M Sell
55,990
-11,151
-17% -$647K 0.11% 193
2019
Q4 		$3.91M Buy
67,141
+24,730
+58% +$1.44M 0.12% 193
2019
Q3 		$2.47M Buy
42,411
+6,784
+19% +$391K 0.08% 244
2019
Q2 		$2.03M Buy
35,627
+11,299
+46% +$628K 0.07% 256
2019
Q1 		$1.34M Buy
24,328
+2,477
+11% +$134K 0.06% 304
2018
Q4 		$1.16M Buy
21,851
+20,277
+1,288% +$1.07M 0.06% 306
2018
Q3 		$84K Sell
1,574
-366
-19% -$19.7K ﹤0.01% 990
2018
Q2 		$104K Buy
1,940
+1,840
+1,840% +$98.9K 0.01% 834
2018
Q1 		$5K Hold
100
– – ﹤0.01% 1814
2017
Q4 		$5K Hold
100
– – ﹤0.01% 1530
2017
Q3 		$5K Hold
100
– – ﹤0.01% 1309
2017
Q2 		$5K Buy
+100
New +$5.55K ﹤0.01% 1240

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

Steward Partners Investment Advisory's USIG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.1% in Q2 2026, buying an estimated $981K and bringing the position to 287,652 shares worth $14.8M. The position accounts for 0.08% of the portfolio, ranked #261.

Steward Partners Investment Advisory first reported a position in USIG in Q2 2017 and has held it in 37 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Steward Partners Investment Advisory held 287,652 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $14.8M as of Q2 2026.
  • Steward Partners Investment Advisory bought 19,156 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $981K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #261 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.