Silver Grove Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Silver Grove Financial Group’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	$46.6K	Sell	908 -31	-3%	-$1.59K	0.03%	402
2026 Q1	$48.1K	Buy	+939	New	+$48.6K	0.04%	187

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

Silver Grove Financial Group's USIG Position: Q2 2026 in Review

Silver Grove Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q2 2026, selling an estimated $1.59K and leaving 908 shares worth $46.6K. The position accounts for 0.03% of the portfolio, ranked #402.

Silver Grove Financial Group first reported a position in USIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $48.1K in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Silver Grove Financial Group held 908 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $46.6K as of Q2 2026.
Silver Grove Financial Group sold 31 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.59K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Silver Grove Financial Group's portfolio in Q2 2026, its #402 holding.
Silver Grove Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Silver Grove Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $48.1K 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 Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.