Colton Groome Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Colton Groome Financial Advisors’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	$409K	Sell	7,975 -4,063	-34%	-$208K	0.1%	111
2026 Q1	$617K	Sell	12,038 -76	-0.6%	-$3.94K	0.18%	76
2025 Q4	$627K	Sell	12,114 -1,000	-8%	-$52.1K	0.18%	74
2025 Q3	$685K	Hold	13,114	–	–	0.21%	68
2025 Q2	$675K	Buy	+13,114	New	+$663K	0.23%	66

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

Colton Groome Financial Advisors's USIG Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 34% in Q2 2026, selling an estimated $208K and leaving 7,975 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #111.

Colton Groome Financial Advisors first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $685K in Q3 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Colton Groome Financial Advisors held 7,975 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $409K as of Q2 2026.
Colton Groome Financial Advisors sold 4,063 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $208K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #111 holding.
Colton Groome Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Colton Groome Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $685K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.