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

Landing Point 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	$607K	Sell	11,832 -60,907	-84%	-$3.12M	0.21%	54
2026 Q1	$3.73M	Sell	72,739 -491	-0.7%	-$25.4K	1.81%	11
2025 Q4	$3.79M	Buy	73,230 +5,849	+9%	+$305K	1.89%	11
2025 Q3	$3.52M	Sell	67,381 -6,910	-9%	-$357K	1.83%	11
2025 Q2	$3.82M	Buy	74,291 +4,668	+7%	+$236K	2.41%	10
2025 Q1	$3.56M	Buy	69,623 +11,941	+21%	+$605K	2.7%	8
2024 Q4	$2.9M	Buy	+57,682	New	+$2.95M	2.21%	9

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

Landing Point Financial Group's USIG Position: Q2 2026 in Review

Landing Point Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 84% in Q2 2026, selling an estimated $3.12M and leaving 11,832 shares worth $607K. The position accounts for 0.21% of the portfolio, ranked #54.

Landing Point Financial Group first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.82M in Q2 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Landing Point Financial Group held 11,832 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $607K as of Q2 2026.
Landing Point Financial Group sold 60,907 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.12M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.21% of Landing Point Financial Group's portfolio in Q2 2026, its #54 holding.
Landing Point Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Landing Point Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.82M in Q2 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.