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Cassady Wealth & Retirement Planning’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cassady Wealth & Retirement Planning’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 		$255K Buy
4,964
+185
+4% +$9.47K 0.12% 90
2026
Q1 		$245K Buy
4,779
+191
+4% +$9.89K 0.13% 93
2025
Q4 		$238K Buy
+4,588
New +$239K 0.15% 89

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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

Cassady Wealth & Retirement Planning's USIG Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.9% in Q2 2026, buying an estimated $9.47K and bringing the position to 4,964 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #90.

Cassady Wealth & Retirement Planning first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 4,964 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $255K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 185 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.47K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.12% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #90 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.