WA
USIG icon

Wealthstar Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealthstar 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 		$737K Sell
14,366
-115
-0.8% -$5.89K 0.21% 59
2026
Q1 		$742K Sell
14,481
-14
-0.1% -$725 0.35% 62
2025
Q4 		$750K Sell
14,495
-517
-3% -$26.9K 0.33% 54
2025
Q3 		$784K Sell
15,012
-72
-0.5% -$3.71K 0.31% 63
2025
Q2 		$776K Sell
15,084
-169
-1% -$8.54K 0.29% 59
2025
Q1 		$779K Sell
15,253
-477
-3% -$24.2K 0.36% 63
2024
Q4 		$791K Buy
+15,730
New +$806K 0.34% 54
2024
Q2 		– Sell
-16,552
Closed -$840K – 132
2024
Q1 		$840K Sell
16,552
-38
-0.2% -$1.92K 0.29% 50
2023
Q4 		$850K Sell
16,590
-131
-0.8% -$6.39K 0.14% 48
2023
Q3 		$804K Sell
16,721
-916
-5% -$45.1K 0.31% 38
2023
Q2 		$883K Sell
17,637
-670
-4% -$33.6K 0.37% 32
2023
Q1 		$927K Sell
18,307
-313
-2% -$15.7K 0.35% 32
2022
Q4 		$914K Sell
18,620
-121
-0.6% -$5.9K 0.42% 30
2022
Q3 		$900K Buy
18,741
+17
+0.1% +$866 0.43% 30
2022
Q2 		$957K Sell
18,724
-407
-2% -$21.2K 0.37% 35
2022
Q1 		$1.06M Sell
19,131
-1,124
-6% -$63.8K 0.39% 36
2021
Q4 		$1.21M Sell
20,255
-242
-1% -$14.5K 0.41% 33
2021
Q3 		$1.23M Sell
20,497
-1,448
-7% -$88.2K 0.37% 35
2021
Q2 		$1.33M Buy
+21,945
New +$1.31M 0.42% 34
2020
Q1 		$1.19M Sell
21,200
-221
-1% -$12.8K 0.84% 14
2019
Q4 		$1.24M Sell
21,421
-328
-2% -$19.1K 0.76% 15
2019
Q3 		$1.26M Sell
21,749
-1,351
-6% -$77.9K 0.7% 15
2019
Q2 		$1.32M Sell
23,100
-660
-3% -$36.7K 0.77% 15
2019
Q1 		$1.32M Sell
23,760
-53
-0.2% -$2.86K 0.81% 13
2018
Q4 		$1.27M Buy
23,813
+9
+0% +$474 0.95% 13
2018
Q3 		$1.29M Sell
23,804
-418
-2% -$22.5K 0.76% 14
2018
Q2 		$1.3M Sell
24,222
-2,192
-8% -$118K 0.4% 14
2018
Q1 		$1.44M Buy
+26,414
New +$1.45M 0.43% 13

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

Wealthstar Advisors's USIG Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.79% in Q2 2026, selling an estimated $5.89K and leaving 14,366 shares worth $737K. The position accounts for 0.21% of the portfolio, ranked #59.

Wealthstar Advisors first reported a position in USIG in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.44M in Q1 2018. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Wealthstar Advisors held 14,366 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $737K as of Q2 2026.
  • Wealthstar Advisors sold 115 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.89K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.21% of Wealthstar Advisors's portfolio in Q2 2026, its #59 holding.
  • Wealthstar Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • Wealthstar Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.44M in Q1 2018.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.