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

Cahill Financial 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 		$403K Buy
7,849
+12
+0.2% +$615 0.04% 207
2026
Q1 		$401K Sell
7,837
-2,077
-21% -$108K 0.04% 202
2025
Q4 		$513K Sell
9,914
-461
-4% -$24K 0.06% 171
2025
Q3 		$542K Sell
10,375
-44
-0.4% -$2.27K 0.06% 169
2025
Q2 		$536K Buy
+10,419
New +$527K 0.07% 158
2024
Q4 		– Sell
-3,916
Closed -$206K – 274
2024
Q3 		$206K Sell
3,916
-11,432
-74% -$590K 0.03% 249
2024
Q2 		$771K Buy
15,348
+104
+0.7% +$5.2K 0.11% 143
2024
Q1 		$774K Sell
15,244
-922
-6% -$46.7K 0.11% 144
2023
Q4 		$829K Buy
16,166
+176
+1% +$8.59K 0.12% 132
2023
Q3 		$769K Buy
15,990
+1,255
+9% +$61.8K 0.13% 131
2023
Q2 		$738K Buy
+14,735
New +$740K 0.12% 134
2021
Q4 		– Sell
-68
Closed -$4K – 748
2021
Q3 		$4K Buy
+68
New +$4.14K ﹤0.01% 731

Other funds holding USIG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Cahill Financial Advisors's USIG Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.15% in Q2 2026, buying an estimated $615 and bringing the position to 7,849 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #207.

Cahill Financial Advisors first reported a position in USIG in Q3 2021 and has held it in 12 quarters since. The position peaked at $829K in Q4 2023. 354 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Cahill Financial Advisors held 7,849 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $403K as of Q2 2026.
  • Cahill Financial Advisors bought 12 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $615.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • Cahill Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 12 quarters since.
  • Cahill Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $829K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.