Fountainhead AM’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Fountainhead AM’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	–	Sell	-4,119	Closed	-$211K	–	247
2026 Q1	$211K	Buy	+4,119	New	+$213K	0.19%	92

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

Fountainhead AM's USIG Position: Q2 2026 in Review

Fountainhead AM sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 4,119 shares — an estimated $211K sold.

Fountainhead AM first reported a position in USIG in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Fountainhead AM reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Fountainhead AM sold 4,119 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $211K.
Fountainhead AM first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
Fountainhead AM's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $211K in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.