AmeriFlex Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

AmeriFlex Group’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	$3.79K	Buy	+74	New	+$3.79K	﹤0.01%	1105
2025 Q4	–	Sell	-24	Closed	-$1.25K	–	1196
2025 Q3	$1.25K	Sell	24 -454	-95%	-$23.4K	﹤0.01%	993
2025 Q2	$24.5K	Buy	478 +1	+0.2%	+$51	0.01%	528
2025 Q1	$24.3K	Sell	477 -284	-37%	-$14.4K	0.01%	644
2024 Q4	$38.5K	Buy	+761	New	+$39K	0.02%	485

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

AmeriFlex Group's USIG Position: Q2 2026 in Review

AmeriFlex Group opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 74 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in USIG as recently as Q3 2025.

AmeriFlex Group first reported a position in USIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $38.5K in Q4 2024. 467 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

AmeriFlex Group held 74 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.79K as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new AmeriFlex Group position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1105 holding.
AmeriFlex Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $38.5K in Q4 2024.
467 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.