SIA
USIG icon

Strategic Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Strategic Investment Advisors’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 		$22.4M Buy
436,367
+9,460
+2% +$485K 1.35% 20
2026
Q1 		$21.9M Buy
426,907
+192,960
+82% +$9.99M 1.51% 18
2025
Q4 		$12.1M Buy
233,947
+233,121
+28,223% +$12.1M 1.05% 24
2025
Q3 		$11.5M Sell
826
-156,133
-99% -$8.06M 1.03% 29
2025
Q2 		$8.07M Buy
156,959
+16,882
+12% +$853K 0.78% 31
2025
Q1 		$7.16M Buy
140,077
+14,310
+11% +$725K 0.76% 33
2024
Q4 		$6.32M Buy
125,767
+39,418
+46% +$2.02M 0.67% 35
2024
Q3 		$4.54M Buy
86,349
+3,383
+4% +$175K 0.5% 41
2024
Q2 		$4.17M Buy
82,966
+5,082
+7% +$254K 0.51% 38
2024
Q1 		$3.95M Buy
77,884
+6,123
+9% +$310K 0.51% 40
2023
Q4 		$3.68M Sell
71,761
-1,344
-2% -$65.6K 0.53% 41
2023
Q3 		$3.51M Buy
+73,105
New +$3.6M 0.58% 34
2023
Q2 		– Sell
-56,088
Closed -$2.84M – 247
2023
Q1 		$2.84M Buy
56,088
+867
+2% +$43.6K 0.51% 32
2022
Q4 		$2.71M Buy
55,221
+1,333
+2% +$64.9K 0.56% 35
2022
Q3 		$2.59M Buy
53,888
+16,896
+46% +$861K 0.58% 31
2022
Q2 		$1.89M Sell
36,992
-234
-0.6% -$12.2K 0.38% 44
2022
Q1 		$2.05M Buy
+37,226
New +$2.11M 0.39% 44

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

Strategic Investment Advisors's USIG Position: Q2 2026 in Review

Strategic Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.2% in Q2 2026, buying an estimated $485K and bringing the position to 436,367 shares worth $22.4M. The position accounts for 1.35% of the portfolio, ranked #20.

Strategic Investment Advisors first reported a position in USIG in Q1 2022 and has held it in 17 quarters since. 467 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Strategic Investment Advisors held 436,367 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $22.4M as of Q2 2026.
  • Strategic Investment Advisors bought 9,460 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $485K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.35% of Strategic Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Strategic Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 467 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.