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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
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% -$9.79K 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Root Financial Partners's USIG Position: Q2 2026 in Review

Root Financial Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 30% in Q2 2026, buying an estimated $83.9K and bringing the position to 7,150 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #244.

Root Financial Partners first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Root Financial Partners held 7,150 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $367K as of Q2 2026.
  • Root Financial Partners bought 1,638 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $83.9K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #244 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 4 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.