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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
Q1 		$282K Buy
5,512
+868
+19% +$44.9K 0.01% 258
2025
Q4 		$240K Sell
4,644
-188
-4% -$9.79K 0.01% 263
2025
Q3 		$252K Buy
+4,832
New +$249K 0.02% 236

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 $49B AUM 17.78% 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

Root Financial Partners's USIG Position: Q1 2026 in Review

Root Financial Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 19% in Q1 2026, buying an estimated $44.9K and bringing the position to 5,512 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #258.

Root Financial Partners first reported a position in USIG in Q3 2025 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Root Financial Partners held 5,512 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $282K as of Q1 2026.
  • Root Financial Partners bought 868 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $44.9K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #258 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 3 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.