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Independent Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Independent Financial Group’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 		$284K Sell
5,534
-4,003
-42% -$205K 0.01% 1276
2026
Q1 		$489K Buy
9,537
+1,905
+25% +$98.6K 0.01% 939
2025
Q4 		$395K Buy
7,632
+1,049
+16% +$54.6K 0.01% 1015
2025
Q3 		$344K Sell
6,583
-1,483
-18% -$76.5K 0.01% 1021
2025
Q2 		$415K Buy
8,066
+1,561
+24% +$78.9K 0.01% 861
2025
Q1 		$332K Sell
6,505
-507
-7% -$25.7K 0.01% 884
2024
Q4 		$353K Sell
7,012
-1,967
-22% -$101K 0.01% 838
2024
Q3 		$472K Hold
8,979
– – 0.02% 676
2024
Q2 		$451K Sell
8,979
-736
-8% -$36.8K 0.02% 647
2024
Q1 		$493K Sell
9,715
-679
-7% -$34.4K 0.02% 589
2023
Q4 		$533K Sell
10,394
-1,768
-15% -$86.3K 0.03% 533
2023
Q3 		$585K Sell
12,162
-59
-0.5% -$2.9K 0.04% 449
2023
Q2 		$612K Sell
12,221
-1,998
-14% -$100K 0.04% 428
2023
Q1 		$720K Buy
14,219
+632
+5% +$31.7K 0.06% 362
2022
Q4 		$667K Sell
13,587
-78
-0.6% -$3.8K 0.06% 346
2022
Q3 		$657K Hold
13,665
– – 0.06% 321
2022
Q2 		$697K Sell
13,665
-231
-2% -$12K 0.07% 297
2022
Q1 		$765K Buy
+13,896
New +$789K 0.06% 322

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

Independent Financial Group's USIG Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 42% in Q2 2026, selling an estimated $205K and leaving 5,534 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1276.

Independent Financial Group first reported a position in USIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $765K in Q1 2022. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Independent Financial Group held 5,534 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $284K as of Q2 2026.
  • Independent Financial Group sold 4,003 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $205K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1276 holding.
  • Independent Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $765K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.