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

Financial Avengers’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	$5.19M	Buy	101,248 +11,229	+12%	+$581K	2.37%	14
2025 Q4	$4.66M	Buy	90,019 +17,194	+24%	+$896K	1.91%	14
2025 Q3	$3.8M	Buy	72,825 +8,563	+13%	+$442K	1.64%	15
2025 Q2	$3.31M	Buy	64,262 +9,642	+18%	+$487K	1.53%	16
2025 Q1	$2.79M	Buy	54,620 +15,196	+39%	+$770K	1.41%	17
2024 Q4	$1.98M	Buy	39,424 +19,708	+100%	+$1.01M	0.93%	19
2024 Q3	$1.04M	Buy	19,716 +2,938	+18%	+$152K	0.51%	23
2024 Q2	$842K	Buy	16,778 +1,338	+9%	+$66.9K	0.45%	21
2024 Q1	$775K	Buy	15,440 +5,668	+58%	+$287K	0.41%	24
2023 Q4	$501K	Buy	9,772 +1,141	+13%	+$55.7K	0.3%	24
2023 Q3	$415K	Buy	8,631 +3,963	+85%	+$195K	0.28%	25
2023 Q2	$234K	Buy	4,668 +3,853	+473%	+$193K	0.15%	28
2023 Q1	$41.3K	Buy	+815	New	+$40.9K	0.03%	59

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

Financial Avengers's USIG Position: Q1 2026 in Review

Financial Avengers increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q1 2026, buying an estimated $581K and bringing the position to 101,248 shares worth $5.19M. The position accounts for 2.37% of the portfolio, ranked #14.

Financial Avengers first reported a position in USIG in Q1 2023 and has held it in 13 quarters since. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Financial Avengers held 101,248 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.19M as of Q1 2026.
Financial Avengers bought 11,229 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $581K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.37% of Financial Avengers's portfolio in Q1 2026, its #14 holding.
Financial Avengers first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.