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Vision Retirement’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Vision Retirement’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
-17
Closed -$871 – 689
2026
Q1 		$871 Hold
17
– – ﹤0.01% 600
2025
Q4 		$880 Buy
+17
New +$885 ﹤0.01% 566

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TWIM
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AssetMark Inc
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TCIIS
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BlackRock
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Vision Retirement's USIG Position: Q2 2026 in Review

Vision Retirement sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 17 shares — an estimated $871 sold.

Vision Retirement first reported a position in USIG in Q4 2025 and held it in 2 quarters. The position peaked at $880 in Q4 2025. 452 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Vision Retirement reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vision Retirement sold 17 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $871.
  • Vision Retirement first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Vision Retirement's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $880 in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.