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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
Q2 		$1.33M Sell
25,842
-2,168
-8% -$111K 0.09% 145
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 $1.55T 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

WBH Advisory's USIG Position: Q2 2026 in Review

WBH Advisory reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.7% in Q2 2026, selling an estimated $111K and leaving 25,842 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #145.

WBH Advisory first reported a position in USIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q3 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • WBH Advisory held 25,842 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.33M as of Q2 2026.
  • WBH Advisory sold 2,168 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.09% of WBH Advisory's portfolio in Q2 2026, its #145 holding.
  • WBH Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • WBH Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.44M in Q3 2025.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.