Principal Financial Group
USIG icon

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

Principal 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
2025
Q4 		– Sell
-72,632
Closed -$3.79M – 2272
2025
Q3 		$3.79M Buy
+72,632
New +$3.75M ﹤0.01% 1682
2023
Q2 		– Sell
-1,828,106
Closed -$92.6M – 2492
2023
Q1 		$92.6M Buy
1,828,106
+527,753
+41% +$26.5M 0.07% 250
2022
Q4 		$63.9M Buy
+1,300,353
New +$63.4M 0.05% 329

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Principal Financial Group's USIG Position: Q4 2025 in Review

Principal Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 72,632 shares — an estimated $3.79M sold.

Principal Financial Group first reported a position in USIG in Q4 2022 and held it in 3 quarters. The position peaked at $92.6M in Q1 2023. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Principal Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 72,632 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $3.79M.
  • Principal Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Principal Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $92.6M in Q1 2023.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.