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

Richardson Financial Services’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	$173K	Buy	3,378 +145	+4%	+$7.51K	0.11%	172
2025 Q4	$167K	Buy	3,233 +7	+0.2%	+$365	0.05%	176
2025 Q3	$168K	Buy	3,226 +964	+43%	+$49.7K	0.1%	160
2025 Q2	$116K	Buy	2,262 +327	+17%	+$16.5K	0.08%	192
2025 Q1	$98.8K	Buy	1,935 +157	+9%	+$7.95K	0.08%	186
2024 Q4	$89.5K	Buy	1,778 +400	+29%	+$20.5K	0.06%	200
2024 Q3	$69.2K	Hold	1,378	–	–	0.04%	230
2024 Q2	$69.2K	Sell	1,378 -3	-0.2%	-$150	0.05%	219
2024 Q1	$70.1K	Buy	1,381 +73	+6%	+$3.7K	0.05%	221
2023 Q4	$67K	Buy	+1,308	New	+$63.8K	0.06%	198

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

Richardson Financial Services's USIG Position: Q1 2026 in Review

Richardson Financial Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.5% in Q1 2026, buying an estimated $7.51K and bringing the position to 3,378 shares worth $173K. The position accounts for 0.11% of the portfolio, ranked #172.

Richardson Financial Services first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Richardson Financial Services held 3,378 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $173K as of Q1 2026.
Richardson Financial Services bought 145 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.51K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of Richardson Financial Services's portfolio in Q1 2026, its #172 holding.
Richardson Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.