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

Erickson 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 Q2	$5.22M	Sell	101,738 -1,980	-2%	-$101K	2.8%	9
2026 Q1	$5.31M	Buy	103,718 +4,801	+5%	+$249K	3.33%	9
2025 Q4	$5.12M	Buy	98,917 +8,200	+9%	+$427K	3.14%	9
2025 Q3	$4.74M	Buy	90,717 +951	+1%	+$49.1K	2.98%	9
2025 Q2	$4.62M	Buy	89,766 +2,309	+3%	+$117K	3.12%	9
2025 Q1	$4.47M	Buy	87,457 +1,759	+2%	+$89.1K	3.33%	9
2024 Q4	$4.31M	Buy	85,698 +1,063	+1%	+$54.4K	3.07%	9
2024 Q3	$4.45M	Buy	84,635 +7,582	+10%	+$391K	3.19%	9
2024 Q2	$3.87M	Buy	77,053 +1,384	+2%	+$69.2K	2.95%	11
2024 Q1	$3.84M	Buy	75,669 +866	+1%	+$43.8K	3.01%	11
2023 Q4	$3.83M	Buy	74,803 +322	+0.4%	+$15.7K	3.19%	11
2023 Q3	$3.58M	Buy	74,481 +217	+0.3%	+$10.7K	3.35%	11
2023 Q2	$3.72M	Buy	74,264 +8,090	+12%	+$406K	3.38%	11
2023 Q1	$3.35M	Buy	66,174 +542	+0.8%	+$27.2K	3.33%	11
2022 Q4	$3.22M	Buy	+65,632	New	+$3.2M	3.49%	11

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

Erickson Financial Group's USIG Position: Q2 2026 in Review

Erickson Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.9% in Q2 2026, selling an estimated $101K and leaving 101,738 shares worth $5.22M. The position accounts for 2.8% of the portfolio, ranked #9.

Erickson Financial Group first reported a position in USIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.31M in Q1 2026. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Erickson Financial Group held 101,738 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.22M as of Q2 2026.
Erickson Financial Group sold 1,980 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $101K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.8% of Erickson Financial Group's portfolio in Q2 2026, its #9 holding.
Erickson Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Erickson Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.31M in Q1 2026.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.