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WBH Advisory’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

WBH Advisory’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 		$1.43M Buy
28,010
+881
+3% +$45.6K 0.11% 134
2025
Q4 		$1.4M Sell
27,129
-493
-2% -$25.7K 0.1% 135
2025
Q3 		$1.44M Sell
27,622
-247
-0.9% -$12.7K 0.11% 130
2025
Q2 		$1.43M Buy
27,869
+2,175
+8% +$110K 0.12% 125
2025
Q1 		$1.31M Buy
25,694
+50
+0.2% +$2.53K 0.12% 126
2024
Q4 		$1.29M Buy
25,644
+1,633
+7% +$83.6K 0.12% 127
2024
Q3 		$1.26M Sell
24,011
-263
-1% -$13.6K 0.12% 129
2024
Q2 		$1.22M Sell
24,274
-1,177
-5% -$58.9K 0.12% 128
2024
Q1 		$1.29M Sell
25,451
-258
-1% -$13.1K 0.13% 128
2023
Q4 		$1.32M Buy
25,709
+13,174
+105% +$643K 0.15% 125
2023
Q3 		$603K Buy
12,535
+1,929
+18% +$94.9K 0.07% 184
2023
Q2 		$531K Sell
10,606
-4,131
-28% -$207K 0.06% 198
2023
Q1 		$747K Buy
+14,737
New +$740K 0.09% 170
2022
Q3 		$1.06M Sell
22,078
-4,078
-16% -$208K 0.15% 135
2022
Q2 		$1.34M Buy
+26,156
New +$1.36M 0.18% 119

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

WBH Advisory's USIG Position: Q1 2026 in Review

WBH Advisory increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.2% in Q1 2026, buying an estimated $45.6K and bringing the position to 28,010 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #134.

WBH Advisory first reported a position in USIG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • WBH Advisory held 28,010 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.43M as of Q1 2026.
  • WBH Advisory bought 881 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $45.6K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of WBH Advisory's portfolio in Q1 2026, its #134 holding.
  • WBH Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • WBH Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.44M 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 WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.