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

Transamerica Financial 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	$592	Sell	11 -871	-99%	-$44.6K	﹤0.01%	1640
2026 Q1	$45.2K	Sell	882 -1,866	-68%	-$96.6K	﹤0.01%	661
2025 Q4	$142K	Buy	2,748 +245	+10%	+$12.8K	0.01%	407
2025 Q3	$131K	Buy	+2,503	New	+$129K	0.01%	375
2025 Q2	–	Sell	-5	Closed	-$1K	–	588
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	559
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	555
2024 Q3	$1K	Buy	+5	New	+$258	﹤0.01%	556
2020 Q3	–	Sell	-8,259	Closed	-$499K	–	470
2020 Q2	$499K	Buy	+8,259	New	+$483K	0.11%	101
2016 Q2	–	Sell	-1,820	Closed	-$101K	–	693
2016 Q1	$101K	Hold	1,820	–	–	0.01%	315
2015 Q4	$98K	Hold	1,820	–	–	0.01%	342
2015 Q3	$99K	Hold	1,820	–	–	0.01%	326
2015 Q2	$99K	Hold	1,820	–	–	0.01%	383
2015 Q1	$104K	Buy	+1,820	New	+$103K	0.01%	366

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

Transamerica Financial Advisors's USIG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 99% in Q2 2026, selling an estimated $44.6K and leaving 11 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Transamerica Financial Advisors first reported a position in USIG in Q1 2015 and has held it in 13 quarters since. The position peaked at $499K in Q2 2020. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Transamerica Financial Advisors held 11 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $592 as of Q2 2026.
Transamerica Financial Advisors sold 871 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $44.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1640 holding.
Transamerica Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 13 quarters since.
Transamerica Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $499K in Q2 2020.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.