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

Larson 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 		$359 Hold
7
– – ﹤0.01% 3373
2025
Q4 		$362 Hold
7
– – ﹤0.01% 3182
2025
Q3 		$366 Sell
7
-500
-99% -$25.8K ﹤0.01% 3158
2025
Q2 		$26.1K Buy
507
+492
+3,280% +$24.9K ﹤0.01% 1357
2025
Q1 		$788 Hold
15
– – ﹤0.01% 2447
2024
Q4 		$773 Hold
15
– – ﹤0.01% 2097
2024
Q3 		$801 Hold
15
– – ﹤0.01% 2030
2024
Q2 		$761 Hold
15
– – ﹤0.01% 1761
2024
Q1 		$764 Hold
15
– – ﹤0.01% 1492
2023
Q4 		$769 Hold
15
– – ﹤0.01% 1517
2023
Q3 		$721 Hold
15
– – ﹤0.01% 1540
2023
Q2 		$751 Sell
15
-86
-85% -$4.32K ﹤0.01% 1403
2023
Q1 		$5.12K Buy
101
+93
+1,163% +$4.67K ﹤0.01% 1079
2022
Q4 		$393 Hold
8
– – ﹤0.01% 1391
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1403
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1301
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1176
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1176
2021
Q3 		$0 Hold
8
– – ﹤0.01% 951
2021
Q2 		$0 Sell
8
-20
-71% -$1.19K ﹤0.01% 939
2021
Q1 		$2K Hold
28
– – ﹤0.01% 730
2020
Q4 		$2K Buy
28
+20
+250% +$1.23K ﹤0.01% 658
2020
Q3 		$0 Buy
+8
New +$490 ﹤0.01% 836

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Larson Financial Group held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 7 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Larson Financial Group first reported a position in USIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $26.1K in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Larson Financial Group held 7 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $359 as of Q1 2026.
  • Larson Financial Group left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3373 holding.
  • Larson Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Larson Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $26.1K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.