Horizon Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Horizon Financial Services’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	$923	Buy	+18	New	+$922	﹤0.01%	540
2021 Q2	–	Sell	-91	Closed	-$5K	–	165
2021 Q1	$5K	Buy	+91	New	+$5.48K	﹤0.01%	77

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

Horizon Financial Services's USIG Position: Q2 2026 in Review

Horizon Financial Services opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 18 shares worth $923. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in USIG as recently as Q1 2021.

Horizon Financial Services first reported a position in USIG in Q1 2021 and has held it in 2 quarters since. The position peaked at $5K in Q1 2021. 466 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Horizon Financial Services held 18 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $923 as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Horizon Financial Services position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #540 holding.
Horizon Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 2 quarters since.
Horizon Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5K in Q1 2021.
466 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.