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Foundations Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Foundations Investment Advisors’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 		$507K Buy
9,893
+291
+3% +$14.9K 0.01% 777
2026
Q1 		$492K Sell
9,602
-1,288
-12% -$66.7K 0.01% 728
2025
Q4 		$564K Sell
10,890
-710
-6% -$37K 0.01% 680
2025
Q3 		$606K Sell
11,600
-1,575
-12% -$81.3K 0.01% 606
2025
Q2 		$678K Buy
13,175
+1,508
+13% +$76.2K 0.01% 512
2025
Q1 		$596K Sell
11,667
-7,198
-38% -$365K 0.01% 531
2024
Q4 		$949K Sell
18,865
-3,603
-16% -$185K 0.02% 411
2024
Q3 		$1.18M Buy
22,468
+9,234
+70% +$477K 0.02% 336
2024
Q2 		$665K Buy
13,234
+581
+5% +$29.1K 0.02% 433
2024
Q1 		$642K Sell
12,653
-2,234
-15% -$113K 0.02% 415
2023
Q4 		$764K Sell
14,887
-6,659
-31% -$325K 0.02% 351
2023
Q3 		$1.04M Buy
21,546
+2,494
+13% +$123K 0.03% 278
2023
Q2 		$954K Buy
19,052
+12,987
+214% +$652K 0.03% 268
2023
Q1 		$307K Sell
6,065
-883
-13% -$44.4K 0.01% 395
2022
Q4 		$341K Buy
6,948
+2,248
+48% +$110K 0.01% 326
2022
Q3 		$226K Buy
4,700
+8
+0.2% +$408 0.01% 359
2022
Q2 		$240K Sell
4,692
-307
-6% -$16K 0.01% 337
2022
Q1 		$265K Sell
4,999
-742
-13% -$42.1K 0.01% 301
2021
Q4 		$337K Sell
5,741
-48
-0.8% -$2.88K 0.01% 257
2021
Q3 		$348K Sell
5,789
-2,567
-31% -$156K 0.02% 234
2021
Q2 		$508K Buy
+8,356
New +$499K 0.02% 167

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foundations Investment Advisors's USIG Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3% in Q2 2026, buying an estimated $14.9K and bringing the position to 9,893 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #777.

Foundations Investment Advisors first reported a position in USIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q3 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Foundations Investment Advisors held 9,893 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $507K as of Q2 2026.
  • Foundations Investment Advisors bought 291 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #777 holding.
  • Foundations Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.18M in Q3 2024.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.