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 Q2	$5.64M	Buy	110,014 +8,766	+9%	+$449K	2.34%	13
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 $1.55T 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

Financial Avengers's USIG Position: Q2 2026 in Review

Financial Avengers increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8.7% in Q2 2026, buying an estimated $449K and bringing the position to 110,014 shares worth $5.64M. The position accounts for 2.34% of the portfolio, ranked #13.

Financial Avengers first reported a position in USIG in Q1 2023 and has held it in 14 quarters since. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Financial Avengers held 110,014 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.64M as of Q2 2026.
Financial Avengers bought 8,766 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $449K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.34% of Financial Avengers's portfolio in Q2 2026, its #13 holding.
Financial Avengers first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.