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AFFINITY WEALTH LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

AFFINITY WEALTH LLC’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
-23
Closed -$1.19K – 72
2025
Q4 		$1.19K Buy
+23
New +$1.2K ﹤0.01% 62

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AFFINITY WEALTH LLC's USIG Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 23 shares — an estimated $1.19K sold.

AFFINITY WEALTH LLC first reported a position in USIG in Q4 2025 and held it in 1 quarter. The position peaked at $1.19K in Q4 2025. 457 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 23 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.19K.
  • AFFINITY WEALTH LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • AFFINITY WEALTH LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.19K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.