Cornerstone Planning Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-35
Closed -$1.76K – 1620
2026
Q2
$1.76K Buy
+35
New +$1.79K ﹤0.01% 1360

Other funds holding USIG

Cornerstone Planning Group's USIG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026, closing a stake of 35 shares — an estimated $1.76K sold.

Cornerstone Planning Group first reported a position in USIG in Q2 2026 and held it in 1 quarter. The position peaked at $1.76K in Q2 2026. 101 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 35 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.76K.
  • Cornerstone Planning Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.76K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.