Fort Point Capital Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Fort Point Capital Partners’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	$221K	Buy	4,306 +172	+4%	+$8.9K	0.03%	217
2025 Q4	$215K	Sell	4,134 -82	-2%	-$4.27K	0.02%	221
2025 Q3	$220K	Buy	4,216 +49	+1%	+$2.53K	0.03%	203
2025 Q2	$214K	Buy	+4,167	New	+$211K	0.02%	309
2024 Q3	–	Sell	-4,788	Closed	-$240K	–	337
2024 Q2	$240K	Buy	4,788 +258	+6%	+$12.9K	0.03%	282
2024 Q1	$230K	Sell	4,530 -1,832	-29%	-$92.7K	0.03%	294
2023 Q4	$326K	Buy	6,362 +1,853	+41%	+$90.4K	0.05%	230
2023 Q3	$217K	Sell	4,509 -784	-15%	-$38.6K	0.03%	252
2023 Q2	$265K	Sell	5,293 -613	-10%	-$30.8K	0.04%	233
2023 Q1	$299K	Buy	5,906 +647	+12%	+$32.5K	0.05%	216
2022 Q4	$258K	Sell	5,259 -3,354	-39%	-$163K	0.04%	225
2022 Q3	$414K	Buy	+8,613	New	+$439K	0.07%	167

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

Fort Point Capital Partners's USIG Position: Q1 2026 in Review

Fort Point Capital Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.2% in Q1 2026, buying an estimated $8.9K and bringing the position to 4,306 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #217.

Fort Point Capital Partners first reported a position in USIG in Q3 2022 and has held it in 12 quarters since. The position peaked at $414K in Q3 2022. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Fort Point Capital Partners held 4,306 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $221K as of Q1 2026.
Fort Point Capital Partners bought 172 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.9K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q1 2026, its #217 holding.
Fort Point Capital Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
Fort Point Capital Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $414K in Q3 2022.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.