United Advisor Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

United Advisor Group’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	$617K	Buy	12,024 +816	+7%	+$41.8K	0.07%	276
2026 Q1	$574K	Buy	11,208 +519	+5%	+$26.9K	0.07%	255
2025 Q4	$553K	Sell	10,689 -1,036	-9%	-$54K	0.07%	262
2025 Q3	$612K	Buy	11,725 +1,693	+17%	+$87.3K	0.08%	233
2025 Q2	$516K	Buy	10,032 +5,369	+115%	+$271K	0.09%	212
2025 Q1	$238K	Sell	4,663 -1,133	-20%	-$57.4K	0.05%	311
2024 Q4	$291K	Sell	5,796 -11,574	-67%	-$593K	0.06%	301
2024 Q3	$913K	Buy	+17,370	New	+$896K	0.21%	111

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

United Advisor Group's USIG Position: Q2 2026 in Review

United Advisor Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.3% in Q2 2026, buying an estimated $41.8K and bringing the position to 12,024 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #276.

United Advisor Group first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $913K in Q3 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

United Advisor Group held 12,024 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $617K as of Q2 2026.
United Advisor Group bought 816 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $41.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #276 holding.
United Advisor Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $913K in Q3 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.