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

United Financial Planning 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	$24.2K	Buy	471 +5	+1%	+$256	0.01%	150
2026 Q1	$23.9K	Buy	466 +74	+19%	+$3.83K	0.01%	120
2025 Q4	$20.3K	Buy	392 +206	+111%	+$10.7K	0.01%	138
2025 Q3	$9.7K	Buy	+186	New	+$9.6K	0.01%	154

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

United Financial Planning Group's USIG Position: Q2 2026 in Review

United Financial Planning Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q2 2026, buying an estimated $256 and bringing the position to 471 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #150.

United Financial Planning Group first reported a position in USIG in Q3 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

United Financial Planning Group held 471 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $24.2K as of Q2 2026.
United Financial Planning Group bought 5 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $256.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #150 holding.
United Financial Planning Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.