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

Topsail 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
Q1 		$13.1K Hold
256
– – ﹤0.01% 264
2025
Q4 		$13.3K Hold
256
– – ﹤0.01% 242
2025
Q3 		$13.4K Hold
256
– – ﹤0.01% 232
2025
Q2 		$13.2K Hold
256
– – ﹤0.01% 219
2025
Q1 		$13.1K Hold
256
– – ﹤0.01% 208
2024
Q4 		$12.9K Buy
+256
New +$13.1K ﹤0.01% 188

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

Topsail Wealth Management's USIG Position: Q1 2026 in Review

Topsail Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 256 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Topsail Wealth Management first reported a position in USIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.4K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Topsail Wealth Management held 256 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $13.1K as of Q1 2026.
  • Topsail Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Topsail Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $13.4K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.