Cherry Tree Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cherry Tree Wealth Management’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	$103	Buy	+2	New	+$102	﹤0.01%	590

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Cherry Tree Wealth Management's USIG Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 2 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Cherry Tree Wealth Management held 2 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $103 as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Cherry Tree Wealth Management position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #590 holding.
469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.