Focus Partners Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Focus Partners Wealth’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	$718K	Buy	11,774 +716	+6%	+$37.1K	﹤0.01%	1756
2025 Q4	$573K	Buy	11,058 +3,190	+41%	+$166K	﹤0.01%	1897
2025 Q3	$411K	Buy	7,868 +2,435	+45%	+$126K	﹤0.01%	1688
2025 Q2	$279K	Sell	5,433 -1,711	-24%	-$86.5K	﹤0.01%	1715
2025 Q1	$365K	Buy	7,144 +1,770	+33%	+$89.7K	﹤0.01%	1484
2024 Q4	$270K	Buy	+5,374	New	+$275K	﹤0.01%	1601

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 $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Focus Partners Wealth's USIG Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 6.5% in Q1 2026, buying an estimated $37.1K and bringing the position to 11,774 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Focus Partners Wealth first reported a position in USIG in Q4 2024 and has held it in 6 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Focus Partners Wealth held 11,774 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $718K as of Q1 2026.
Focus Partners Wealth bought 716 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $37.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1756 holding.
Focus Partners Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.