NFP Retirement Inc’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

NFP Retirement Inc’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	$5.55M	Buy	108,163 +454	+0.4%	+$23.3K	0.3%	57
2026 Q1	$5.52M	Buy	107,709 +1,885	+2%	+$97.6K	0.33%	56
2025 Q4	$5.48M	Buy	105,824 +1,592	+2%	+$82.9K	0.33%	54
2025 Q3	$5.44M	Buy	104,232 +1,409	+1%	+$72.7K	0.35%	55
2025 Q2	$5.29M	Sell	102,823 -7,070	-6%	-$357K	0.35%	54
2025 Q1	$5.61M	Buy	109,893 +2,845	+3%	+$144K	0.45%	39
2024 Q4	$5.38M	Buy	107,048 +37,941	+55%	+$1.94M	0.43%	39
2024 Q3	$3.63M	Buy	69,107 +27,035	+64%	+$1.4M	0.29%	53
2024 Q2	$2.11M	Buy	42,072 +5,602	+15%	+$280K	0.18%	80
2024 Q1	$1.85M	Buy	36,470 +17,030	+88%	+$862K	0.16%	84
2023 Q4	$996K	Buy	+19,440	New	+$949K	0.17%	96

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

NFP Retirement Inc's USIG Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.42% in Q2 2026, buying an estimated $23.3K and bringing the position to 108,163 shares worth $5.55M. The position accounts for 0.3% of the portfolio, ranked #57.

NFP Retirement Inc first reported a position in USIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.61M in Q1 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

NFP Retirement Inc held 108,163 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.55M as of Q2 2026.
NFP Retirement Inc bought 454 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23.3K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.3% of NFP Retirement Inc's portfolio in Q2 2026, its #57 holding.
NFP Retirement Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
NFP Retirement Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.61M in Q1 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.