Cyndeo Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cyndeo Wealth Partners’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	–	Sell	-5,916	Closed	-$306K	–	519
2025 Q4	$306K	Buy	5,916 +78	+1%	+$4.06K	0.02%	399
2025 Q3	$305K	Sell	5,838 -50	-0.8%	-$2.58K	0.02%	386
2025 Q2	$303K	Buy	5,888 +364	+7%	+$18.4K	0.02%	381
2025 Q1	$282K	Buy	5,524 +1,269	+30%	+$64.3K	0.02%	373
2024 Q4	$214K	Buy	4,255 +263	+7%	+$13.5K	0.01%	424
2024 Q3	$210K	Sell	3,992 -154	-4%	-$7.95K	0.01%	428
2024 Q2	$208K	Buy	+4,146	New	+$207K	0.02%	379
2024 Q1	–	Sell	-6,183	Closed	-$317K	–	399
2023 Q4	$317K	Buy	+6,183	New	+$302K	0.03%	307

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 $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Cyndeo Wealth Partners's USIG Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 5,916 shares — an estimated $306K sold.

Cyndeo Wealth Partners first reported a position in USIG in Q4 2023 and held it in 8 quarters. The position peaked at $317K in Q4 2023. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Cyndeo Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,916 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $306K.
Cyndeo Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Cyndeo Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $317K in Q4 2023.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.