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

Strive 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	$40.5K	Sell	790 -147	-16%	-$7.53K	0.02%	299
2026 Q1	$48K	Sell	937 -58	-6%	-$3K	0.03%	232
2025 Q4	$51.6K	Buy	+995	New	+$51.8K	0.03%	217

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

Strive Financial Group's USIG Position: Q2 2026 in Review

Strive Financial Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 16% in Q2 2026, selling an estimated $7.53K and leaving 790 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #299.

Strive Financial Group first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.6K in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Strive Financial Group held 790 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $40.5K as of Q2 2026.
Strive Financial Group sold 147 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.53K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Strive Financial Group's portfolio in Q2 2026, its #299 holding.
Strive Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Strive Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $51.6K in Q4 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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