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

Cosner 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	$18.7M	Buy	365,167 +6,586	+2%	+$341K	10.28%	3
2025 Q4	$18.6M	Buy	358,581 +11,067	+3%	+$576K	9.47%	3
2025 Q3	$18.1M	Buy	347,514 +33,973	+11%	+$1.75M	9.76%	3
2025 Q2	$16.1M	Buy	313,541 +19,424	+7%	+$982K	8.98%	3
2025 Q1	$15M	Buy	294,117 +61,079	+26%	+$3.09M	9.19%	3
2024 Q4	$11.7M	Buy	233,038 +18,815	+9%	+$964K	7.42%	6
2024 Q3	$11.3M	Buy	214,223 +3,379	+2%	+$174K	7.26%	7
2024 Q2	$10.6M	Sell	210,844 -20,483	-9%	-$1.02M	7.49%	7
2024 Q1	$11.7M	Buy	231,327 +3,629	+2%	+$184K	8.41%	4
2023 Q4	$11.7M	Sell	227,698 -1,090	-0.5%	-$53.2K	9.86%	4
2023 Q3	$11M	Buy	+228,788	New	+$11.3M	9.69%	2

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 $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Cosner Financial Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.8% in Q1 2026, buying an estimated $341K and bringing the position to 365,167 shares worth $18.7M. The position accounts for 10.28% of the portfolio, ranked #3.

Cosner Financial Group first reported a position in USIG in Q3 2023 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Cosner Financial Group held 365,167 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.7M as of Q1 2026.
Cosner Financial Group bought 6,586 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $341K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 10.28% of Cosner Financial Group's portfolio in Q1 2026, its #3 holding.
Cosner Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.