Cambridge Financial Group (Arizona)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cambridge Financial Group (Arizona)’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	–	Sell	-4,999	Closed	-$256K	–	173
2026 Q1	$256K	Sell	4,999 -2,852	-36%	-$148K	0.09%	149
2025 Q4	$408K	Sell	7,851 -1,976	-20%	-$103K	0.14%	112
2025 Q3	$513K	Buy	+9,827	New	+$507K	0.17%	104

Other funds holding USIG

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s USIG Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 4,999 shares — an estimated $256K sold.

Cambridge Financial Group (Arizona) first reported a position in USIG in Q3 2025 and held it in 3 quarters. The position peaked at $513K in Q3 2025. 126 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Cambridge Financial Group (Arizona) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 4,999 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $256K.
Cambridge Financial Group (Arizona) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
Cambridge Financial Group (Arizona)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $513K in Q3 2025.
126 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.