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

Chapman 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	$2.46K	Hold	48	–	–	﹤0.01%	250
2025 Q4	$2.48K	Hold	48	–	–	﹤0.01%	244
2025 Q3	$2.51K	Hold	48	–	–	﹤0.01%	252
2025 Q2	$2.47K	Buy	+48	New	+$2.43K	﹤0.01%	204
2024 Q4	$2.41K	Buy	+48	New	+$2.46K	﹤0.01%	208

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

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

Chapman Financial Group held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 48 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Chapman Financial Group first reported a position in USIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.51K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Chapman Financial Group held 48 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.46K as of Q1 2026.
Chapman Financial Group left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Chapman Financial Group's portfolio in Q1 2026, its #250 holding.
Chapman Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.51K in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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