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

Kingdom 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 Q1	$68.3K	Buy	1,333 +804	+152%	+$41.6K	0.02%	239
2025 Q4	$27.4K	Buy	+529	New	+$27.6K	0.01%	316
2025 Q2	–	Sell	-193,777	Closed	-$9.9M	–	70
2025 Q1	$9.9M	Sell	193,777 -8,200	-4%	-$415K	7.26%	5
2024 Q4	$10.2M	Sell	201,977 -10,481	-5%	-$537K	6.94%	5
2024 Q3	$11.2M	Sell	212,458 -1,639	-0.8%	-$84.6K	8.35%	4
2024 Q2	$10.7M	Buy	214,097 +31,884	+17%	+$1.59M	7.28%	5
2024 Q1	$9.25M	Buy	182,213 +62,946	+53%	+$3.19M	6.51%	6
2023 Q4	$6.11M	Sell	119,267 -5,218	-4%	-$255K	5.33%	5
2023 Q3	$5.98M	Buy	124,485 +7,251	+6%	+$357K	5.64%	5
2023 Q2	$5.87M	Buy	+117,234	New	+$5.88M	5.76%	5

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kingdom Financial Group's USIG Position: Q1 2026 in Review

Kingdom Financial Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 152% in Q1 2026, buying an estimated $41.6K and bringing the position to 1,333 shares worth $68.3K. The position accounts for 0.02% of the portfolio, ranked #239.

Kingdom Financial Group first reported a position in USIG in Q2 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q3 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Kingdom Financial Group held 1,333 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $68.3K as of Q1 2026.
Kingdom Financial Group bought 804 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #239 holding.
Kingdom Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $11.2M in Q3 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.