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

Atomi Financial 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 Q1	$4.23M	Buy	82,626 +903	+1%	+$46.7K	0.13%	132
2025 Q4	$4.23M	Buy	81,723 +4,922	+6%	+$256K	0.12%	131
2025 Q3	$4.01M	Buy	76,801 +56,914	+286%	+$2.94M	0.13%	124
2025 Q2	$1.02M	Buy	19,887 +15,137	+319%	+$765K	0.04%	334
2025 Q1	$243K	Sell	4,750 -6,684	-58%	-$339K	0.01%	881
2024 Q4	$575K	Buy	11,434 +3,572	+45%	+$183K	0.03%	431
2024 Q3	$413K	Sell	7,862 -11,661	-60%	-$602K	0.03%	530
2024 Q2	$980K	Sell	19,523 -63,487	-76%	-$3.18M	0.07%	213
2024 Q1	$4.21M	Buy	+83,010	New	+$4.2M	0.39%	52

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atomi Financial Group's USIG Position: Q1 2026 in Review

Atomi Financial Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q1 2026, buying an estimated $46.7K and bringing the position to 82,626 shares worth $4.23M. The position accounts for 0.13% of the portfolio, ranked #132.

Atomi Financial Group first reported a position in USIG in Q1 2024 and has held it in 9 quarters since. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Atomi Financial Group held 82,626 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.23M as of Q1 2026.
Atomi Financial Group bought 903 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $46.7K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.13% of Atomi Financial Group's portfolio in Q1 2026, its #132 holding.
Atomi Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.