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

Magnus 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	–	Sell	-5,516	Closed	-$286K	–	437
2025 Q4	$286K	Sell	5,516 -106	-2%	-$5.52K	0.02%	344
2025 Q3	$294K	Sell	5,622 -231	-4%	-$11.9K	0.02%	322
2025 Q2	$301K	Buy	5,853 +1,511	+35%	+$76.4K	0.03%	298
2025 Q1	$222K	Sell	4,342 -257	-6%	-$13K	0.02%	332
2024 Q4	$231K	Buy	+4,599	New	+$236K	0.02%	325
2024 Q3	–	Sell	-4,109	Closed	-$206K	–	352
2024 Q2	$206K	Buy	+4,109	New	+$206K	0.02%	305

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

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

Magnus Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 5,516 shares — an estimated $286K sold.

Magnus Financial Group first reported a position in USIG in Q2 2024 and held it in 6 quarters. The position peaked at $301K in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Magnus Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 5,516 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $286K.
Magnus Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Magnus Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $301K 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 Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.