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 Q2	$632K	Buy	12,316 +542	+5%	+$27.8K	﹤0.01%	1849
2026 Q1	$718K	Buy	11,774 +716	+6%	+$37.1K	﹤0.01%	1756
2025 Q4	$572K	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 $1.55T 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

Focus Partners Wealth's USIG Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 12,316 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Focus Partners Wealth first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $718K in Q1 2026. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Focus Partners Wealth held 12,316 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $632K as of Q2 2026.
Focus Partners Wealth bought 542 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1849 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 7 quarters since.
Focus Partners Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $718K in Q1 2026.
469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.