Ausdal Financial Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Ausdal Financial Partners’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	$389K	Buy	7,602 +86	+1%	+$4.45K	0.02%	673
2025 Q4	$389K	Buy	7,516 +909	+14%	+$47.3K	0.02%	637
2025 Q3	$345K	Buy	+6,607	New	+$341K	0.02%	678
2022 Q4	–	Sell	-10,537	Closed	-$506K	–	484
2022 Q3	$506K	Buy	10,537 +356	+3%	+$18.1K	0.08%	238
2022 Q2	$519K	Buy	10,181 +731	+8%	+$38.1K	0.08%	254
2022 Q1	$520K	Buy	9,450 +308	+3%	+$17.5K	0.07%	275
2021 Q4	$546K	Hold	9,142	–	–	0.07%	266
2021 Q3	$549K	Buy	+9,142	New	+$557K	0.08%	256
2016 Q1	–	Sell	-1,414	Closed	-$75K	–	983
2015 Q4	$75K	Buy	+1,414	New	+$76.4K	0.04%	359

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 $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ausdal Financial Partners's USIG Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q1 2026, buying an estimated $4.45K and bringing the position to 7,602 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #673.

Ausdal Financial Partners first reported a position in USIG in Q4 2015 and has held it in 9 quarters since. The position peaked at $549K in Q3 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Ausdal Financial Partners held 7,602 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $389K as of Q1 2026.
Ausdal Financial Partners bought 86 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.45K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #673 holding.
Ausdal Financial Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 9 quarters since.
Ausdal Financial Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $549K in Q3 2021.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.