BFC Planning, Inc.’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

BFC Planning, Inc.’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	$22.4K	Sell	436 -383	-47%	-$19.6K	﹤0.01%	1961
2026 Q1	$42K	Sell	819 -217	-21%	-$11.2K	﹤0.01%	1404
2025 Q4	$53.6K	Sell	1,036 -23	-2%	-$1.2K	﹤0.01%	1334
2025 Q3	$55.3K	Buy	1,059 +185	+21%	+$9.5K	﹤0.01%	1149
2025 Q2	$45K	Buy	874 +145	+20%	+$7.33K	﹤0.01%	1168
2025 Q1	$37.2K	Sell	729 -776	-52%	-$39.3K	﹤0.01%	1220
2024 Q4	$75.7K	Buy	+1,505	New	+$77.1K	0.01%	966

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 $84.4B AUM 20.16% 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

BFC Planning, Inc.'s USIG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 47% in Q2 2026, selling an estimated $19.6K and leaving 436 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

BFC Planning, Inc. first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.7K in Q4 2024. 472 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

BFC Planning, Inc. held 436 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $22.4K as of Q2 2026.
BFC Planning, Inc. sold 383 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $19.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1961 holding.
BFC Planning, Inc. first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $75.7K in Q4 2024.
472 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.