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 Q2	$66.9K	Sell	1,305 -28	-2%	-$1.43K	0.02%	230
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 $1.55T 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

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

Kingdom Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.1% in Q2 2026, selling an estimated $1.43K and leaving 1,305 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #230.

Kingdom Financial Group first reported a position in USIG in Q2 2023 and has held it in 11 quarters since. The position peaked at $11.2M in Q3 2024. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Kingdom Financial Group held 1,305 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $66.9K as of Q2 2026.
Kingdom Financial Group sold 28 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.43K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Kingdom Financial Group's portfolio in Q2 2026, its #230 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 11 quarters since.
Kingdom Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $11.2M in Q3 2024.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.