Key Financial Inc’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Key Financial 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	–	Sell	-448	Closed	-$23K	–	1449
2026 Q1	$23K	Sell	448 -66	-13%	-$3.42K	﹤0.01%	697
2025 Q4	$26.6K	Buy	514 +448	+679%	+$23.3K	﹤0.01%	661
2025 Q3	$3.44K	Hold	66	–	–	﹤0.01%	1117
2025 Q2	$3.4K	Hold	66	–	–	﹤0.01%	1103
2025 Q1	$3.37K	Hold	66	–	–	﹤0.01%	1078
2024 Q4	$3.32K	Buy	66 +20	+43%	+$1.02K	﹤0.01%	1075
2024 Q3	$2.42K	Hold	46	–	–	﹤0.01%	1089
2024 Q2	$2.31K	Hold	46	–	–	﹤0.01%	1090
2024 Q1	$2.33K	Hold	46	–	–	﹤0.01%	1084
2023 Q4	$2.36K	Hold	46	–	–	﹤0.01%	1080
2023 Q3	$2.21K	Hold	46	–	–	﹤0.01%	1095
2023 Q2	$2.3K	Hold	46	–	–	﹤0.01%	1146
2023 Q1	$2.33K	Hold	46	–	–	﹤0.01%	936
2022 Q4	$2.21K	Hold	46	–	–	﹤0.01%	939
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	982
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	965
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	895
2021 Q4	$3K	Buy	+46	New	+$2.76K	﹤0.01%	796

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

Key Financial Inc's USIG Position: Q2 2026 in Review

Key Financial Inc sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 448 shares — an estimated $23K sold.

Key Financial Inc first reported a position in USIG in Q4 2021 and held it in 18 quarters. The position peaked at $26.6K in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Key Financial Inc reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 448 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23K.
Key Financial Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
Key Financial Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $26.6K in Q4 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.