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

United Capital 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 		– Sell
-24,910
Closed -$1.27M – 1738
2026
Q1 		$1.27M Sell
24,910
-1,133
-4% -$58.7K 0.01% 678
2025
Q4 		$1.35M Buy
26,043
+3,386
+15% +$176K 0.01% 643
2025
Q3 		$1.18M Sell
22,657
-849
-4% -$43.8K 0.01% 594
2025
Q2 		$1.21M Buy
+23,506
New +$1.19M 0.01% 540
2023
Q1 		– Sell
-7,884
Closed -$387K – 1077
2022
Q4 		$387K Buy
+7,884
New +$384K ﹤0.01% 806
2022
Q1 		– Sell
-3,936
Closed -$235K – 1230
2021
Q4 		$235K Sell
3,936
-1,733
-31% -$104K ﹤0.01% 1102
2021
Q3 		$341K Buy
+5,669
New +$345K ﹤0.01% 962
2016
Q1 		– Sell
-3,942
Closed -$210K – 1280
2015
Q4 		$210K Buy
3,942
+6
+0.2% +$324 ﹤0.01% 1120
2015
Q3 		$213K Buy
+3,936
New +$213K ﹤0.01% 1143
2015
Q2 		– Sell
-124,220
Closed -$6.96M – 1313
2015
Q1 		$6.96M Sell
124,220
-26,908
-18% -$1.52M 0.09% 284
2014
Q4 		$8.45M Sell
151,128
-26,166
-15% -$1.46M 0.13% 185
2014
Q3 		$9.8M Sell
177,294
-24,672
-12% -$1.37M 0.17% 151
2014
Q2 		$11.3M Sell
201,966
-25,028
-11% -$1.38M 0.21% 122
2014
Q1 		$12.4M Sell
226,994
-25,988
-10% -$1.41M 0.26% 90
2013
Q4 		$13.5M Sell
252,982
-67,344
-21% -$3.62M 0.46% 55
2013
Q3 		$17.2M Sell
320,326
-78,954
-20% -$4.22M 0.55% 39
2013
Q2 		$21.5M Buy
+399,280
New +$22.3M 0.57% 41

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors's USIG Position: Q2 2026 in Review

United Capital Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 24,910 shares — an estimated $1.27M sold.

United Capital Financial Advisors first reported a position in USIG in Q2 2013 and held it in 17 quarters. The position peaked at $21.5M in Q2 2013. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • United Capital Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 24,910 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.27M.
  • United Capital Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21.5M in Q2 2013.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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