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

RHS Financial’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 		$430K Buy
+8,399
New +$435K 0.2% 86
2024
Q2 		– Sell
-5,546
Closed -$282K – 106
2024
Q1 		$282K Buy
5,546
+1,466
+36% +$74.2K 0.16% 92
2023
Q4 		$209K Sell
4,080
-2,758
-40% -$135K 0.13% 102
2023
Q3 		$329K Sell
6,838
-6,091
-47% -$300K 0.23% 75
2023
Q2 		$648K Sell
12,929
-9,652
-43% -$485K 0.48% 52
2023
Q1 		$1.14M Buy
22,581
+575
+3% +$28.9K 0.87% 34
2022
Q4 		$1.08M Sell
22,006
-9,689
-31% -$472K 0.86% 32
2022
Q3 		$1.52M Buy
31,695
+18,876
+147% +$962K 1.35% 27
2022
Q2 		$653K Sell
12,819
-4,014
-24% -$209K 0.54% 44
2022
Q1 		$926K Sell
16,833
-18,290
-52% -$1.04M 0.68% 39
2021
Q4 		$2.1M Buy
35,123
+10,032
+40% +$602K 1.46% 22
2021
Q3 		$1.51M Buy
25,091
+8,832
+54% +$538K 1.1% 33
2021
Q2 		$985K Sell
16,259
-11,432
-41% -$683K 0.74% 40
2021
Q1 		$1.64M Buy
27,691
+20
+0.1% +$1.21K 1.36% 24
2020
Q4 		$1.72M Buy
27,671
+4,295
+18% +$263K 1.47% 21
2020
Q3 		$1.42M Buy
23,376
+5,450
+30% +$334K 1.43% 22
2020
Q2 		$1.08M Sell
17,926
-25,637
-59% -$1.5M 1.27% 25
2020
Q1 		$2.44M Buy
43,563
+4,352
+11% +$253K 3.27% 10
2019
Q4 		$2.29M Buy
39,211
+14,959
+62% +$870K 2.39% 14
2019
Q3 		$1.41M Buy
24,252
+11,133
+85% +$642K 1.66% 20
2019
Q2 		$749K Buy
+13,119
New +$729K 0.94% 34

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 $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 $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RHS Financial's USIG Position: Q1 2026 in Review

RHS Financial opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026: 8,399 shares worth $430K. The stake represents 0.2% of the portfolio and ranks #86 among its holdings. This is a return to the name: RHS Financial previously reported a position in USIG as recently as Q1 2024.

RHS Financial first reported a position in USIG in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.44M in Q1 2020. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • RHS Financial held 8,399 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $430K as of Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new RHS Financial position in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.2% of RHS Financial's portfolio in Q1 2026, its #86 holding.
  • RHS Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • RHS Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.44M in Q1 2020.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.