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

Rossby 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 Q2	$37.9K	Sell	739 -1,340	-64%	-$68.6K	0.01%	785
2026 Q1	$106K	Buy	2,079 +2,074	+41,480%	+$107K	0.02%	527
2025 Q4	$259	Hold	5	–	–	﹤0.01%	1729
2025 Q3	$261	Hold	5	–	–	﹤0.01%	1433
2025 Q2	$257	Hold	5	–	–	﹤0.01%	1209
2025 Q1	$254	Buy	+5	New	+$253	﹤0.01%	1054

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Rossby Financial's USIG Position: Q2 2026 in Review

Rossby Financial reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 64% in Q2 2026, selling an estimated $68.6K and leaving 739 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #785.

Rossby Financial first reported a position in USIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $106K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Rossby Financial held 739 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $37.9K as of Q2 2026.
Rossby Financial sold 1,340 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #785 holding.
Rossby Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $106K in Q1 2026.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.