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

World Investment 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	$1.94M	Sell	37,834 -828	-2%	-$42.4K	0.03%	487
2026 Q1	$1.98M	Buy	38,662 +3,131	+9%	+$162K	0.03%	493
2025 Q4	$1.84M	Buy	35,531 +26,714	+303%	+$1.39M	0.03%	488
2025 Q3	$460K	Sell	8,817 -56	-0.6%	-$2.89K	0.01%	816
2025 Q2	$456K	Sell	8,873 -1,010	-10%	-$51K	0.01%	765
2025 Q1	$505K	Buy	9,883 +1,225	+14%	+$62.1K	0.01%	691
2024 Q4	$435K	Buy	8,658 +1,260	+17%	+$64.5K	0.01%	701
2024 Q3	$389K	Buy	+7,398	New	+$382K	0.01%	656
2022 Q1	–	Sell	-5,098	Closed	-$288K	–	285
2021 Q4	$288K	Buy	+5,098	New	+$306K	0.06%	208

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

World Investment Advisors's USIG Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.1% in Q2 2026, selling an estimated $42.4K and leaving 37,834 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #487.

World Investment Advisors first reported a position in USIG in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.98M in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

World Investment Advisors held 37,834 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.94M as of Q2 2026.
World Investment Advisors sold 828 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $42.4K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #487 holding.
World Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
World Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.98M in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.