Root Financial Partners
USIG icon

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

Root Financial Partners’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
Q3 		$42.3K Sell
868
-6,282
-88% -$315K ﹤0.01% 1162
2026
Q2 		$367K Buy
7,150
+1,638
+30% +$83.9K 0.01% 244
2026
Q1 		$282K Buy
5,512
+868
+19% +$44.9K 0.01% 258
2025
Q4 		$240K Sell
4,644
-188
-4% -$9.8K 0.01% 263
2025
Q3 		$252K Buy
+4,832
New +$249K 0.02% 236

Other funds holding USIG

AssetMark Inc
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Root Financial Partners's USIG Position: Q3 2026 in Review

Root Financial Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 88% in Q3 2026, selling an estimated $315K and leaving 868 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Root Financial Partners first reported a position in USIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $367K in Q2 2026. 227 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Root Financial Partners held 868 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $42.3K as of Q3 2026.
  • Root Financial Partners sold 6,282 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $315K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1162 holding.
  • Root Financial Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $367K in Q2 2026.
  • 227 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.