Facet Wealth Inc’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Facet Wealth Inc’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	-5,079	Closed	-$260K	–	433
2026 Q1	$260K	Buy	+5,079	New	+$263K	﹤0.01%	284
2024 Q3	–	Sell	-4,379	Closed	-$223K	–	152
2024 Q2	$223K	Buy	+4,379	New	+$219K	0.01%	127
2024 Q1	–	Sell	-3,951	Closed	-$201K	–	129
2023 Q4	$201K	Buy	+3,951	New	+$193K	0.01%	111

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

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Facet Wealth Inc's USIG Position: Q2 2026 in Review

Facet Wealth Inc sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 5,079 shares — an estimated $260K sold.

Facet Wealth Inc first reported a position in USIG in Q4 2023 and held it in 3 quarters. The position peaked at $260K in Q1 2026. 470 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Facet Wealth Inc reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Facet Wealth Inc sold 5,079 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $260K.
Facet Wealth Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Facet Wealth Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $260K in Q1 2026.
470 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.