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

Stratos 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
Q1 		$256K Sell
4,998
-1,013
-17% -$52.4K ﹤0.01% 1410
2025
Q4 		$311K Buy
6,011
+685
+13% +$35.7K ﹤0.01% 1270
2025
Q3 		$278K Buy
+5,326
New +$275K ﹤0.01% 1289
2025
Q2 		– Sell
-6,709
Closed -$343K – 1483
2025
Q1 		$343K Sell
6,709
-689
-9% -$34.9K 0.01% 1030
2024
Q4 		$372K Buy
+7,398
New +$379K 0.01% 1052
2024
Q3 		– Sell
-21,894
Closed -$1.1M – 1520
2024
Q2 		$1.1M Sell
21,894
-176
-0.8% -$8.8K 0.02% 615
2024
Q1 		$1.12M Buy
22,070
+1,140
+5% +$57.7K 0.02% 610
2023
Q4 		$1.07M Buy
20,930
+8,230
+65% +$402K 0.02% 601
2023
Q3 		$611K Buy
12,700
+1,550
+14% +$76.3K 0.01% 748
2023
Q2 		$559K Buy
+11,150
New +$560K 0.01% 726
2023
Q1 		– Sell
-4,983
Closed -$245K – 1212
2022
Q4 		$245K Buy
4,983
+137
+3% +$6.67K 0.01% 971
2022
Q3 		$233K Buy
4,846
+229
+5% +$11.7K 0.01% 966
2022
Q2 		$235K Sell
4,617
-7,658
-62% -$399K 0.01% 1032
2022
Q1 		$676K Buy
12,275
+8,048
+190% +$457K 0.02% 688
2021
Q4 		$253K Sell
4,227
-214
-5% -$12.8K 0.01% 1071
2021
Q3 		$267K Sell
4,441
-263
-6% -$16K 0.01% 980
2021
Q2 		$285K Buy
4,704
+728
+18% +$43.5K 0.01% 994
2021
Q1 		$235K Buy
3,976
+40
+1% +$2.41K 0.01% 975
2020
Q4 		$244K Buy
3,936
+318
+9% +$19.5K 0.01% 928
2020
Q3 		$220K Buy
3,618
+295
+9% +$18.1K 0.01% 894
2020
Q2 		$201K Buy
+3,323
New +$194K 0.01% 901
2018
Q2 		– Sell
-194
Closed -$11K – 2501
2018
Q1 		$11K Hold
194
– – ﹤0.01% 2288
2017
Q4 		$11K Buy
+194
New +$10.9K ﹤0.01% 2134

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stratos Wealth Partners's USIG Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 17% in Q1 2026, selling an estimated $52.4K and leaving 4,998 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Stratos Wealth Partners first reported a position in USIG in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.12M in Q1 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Stratos Wealth Partners held 4,998 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $256K as of Q1 2026.
  • Stratos Wealth Partners sold 1,013 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $52.4K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1410 holding.
  • Stratos Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • Stratos Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.12M in Q1 2024.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.