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

DHJJ 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	–	Sell	-1,627	Closed	-$83.4K	–	1108
2026 Q1	$83.4K	Buy	+1,627	New	+$84.2K	0.03%	310
2025 Q2	–	Sell	-402	Closed	-$20.5K	–	991
2025 Q1	$20.5K	Hold	402	–	–	0.01%	422
2024 Q4	$20.2K	Hold	402	–	–	0.01%	416
2024 Q3	$21.1K	Hold	402	–	–	0.01%	403
2024 Q2	$20.2K	Hold	402	–	–	0.01%	381
2024 Q1	$20.4K	Hold	402	–	–	0.01%	366
2023 Q4	$20.6K	Hold	402	–	–	0.01%	360
2023 Q3	$19.3K	Buy	+402	New	+$19.8K	0.01%	359

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

DHJJ Financial Advisors's USIG Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 1,627 shares — an estimated $83.4K sold.

DHJJ Financial Advisors first reported a position in USIG in Q3 2023 and held it in 8 quarters. The position peaked at $83.4K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

DHJJ Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 1,627 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $83.4K.
DHJJ Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
DHJJ Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $83.4K in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.