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

Strategic Wealth 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	$71	Sell	1 -159	-99%	-$8.14K	﹤0.01%	1400
2026 Q1	$8.22K	Sell	160 -13	-8%	-$673	﹤0.01%	935
2025 Q4	$8.97K	Sell	173 -2,029	-92%	-$106K	﹤0.01%	919
2025 Q3	$115K	Buy	+2,202	New	+$114K	0.01%	419

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

Strategic Wealth Partners's USIG Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 99% in Q2 2026, selling an estimated $8.14K and leaving 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Strategic Wealth Partners first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q3 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Strategic Wealth Partners held 1 share of iShares Broad USD Investment Grade Corporate Bond ETF worth $71 as of Q2 2026.
Strategic Wealth Partners sold 159 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.14K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1400 holding.
Strategic Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Strategic Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $115K 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.