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Action Point Financial Planning’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Action Point Financial Planning’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 		$99.2K Buy
+1,934
New +$99.1K 0.01% 604

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

Action Point Financial Planning's USIG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 1,934 shares worth $99.2K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings.

463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Action Point Financial Planning held 1,934 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $99.2K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #604 holding.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.