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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$144K Buy
+2,846
New +$146K 0.02% 487

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TWIM
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UBS AM
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AssetMark Inc
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
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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

COMPASS FINANCIAL MANAGEMENT LLC's USIG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 2,846 shares worth $144K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,846 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $144K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #487 holding.
  • 380 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.