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

Valley 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 Q1	$422K	Buy	8,231 +234	+3%	+$12.1K	0.23%	40
2025 Q4	$414K	Sell	7,997 -3,542	-31%	-$184K	0.23%	39
2025 Q3	$603K	Buy	11,539 +2,212	+24%	+$114K	0.34%	33
2025 Q2	$480K	Buy	9,327 +26	+0.3%	+$1.31K	0.29%	36
2025 Q1	$475K	Buy	9,301 +228	+3%	+$11.6K	0.32%	36
2024 Q4	$456K	Buy	9,073 +210	+2%	+$10.8K	0.32%	35
2024 Q3	$466K	Sell	8,863 -13	-0.1%	-$671	0.33%	35
2024 Q2	$446K	Sell	8,876 -172	-2%	-$8.6K	0.33%	33
2024 Q1	$459K	Sell	9,048 -25	-0.3%	-$1.27K	0.35%	33
2023 Q4	$465K	Buy	+9,073	New	+$443K	0.36%	36

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Valley Financial Group's USIG Position: Q1 2026 in Review

Valley Financial Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.9% in Q1 2026, buying an estimated $12.1K and bringing the position to 8,231 shares worth $422K. The position accounts for 0.23% of the portfolio, ranked #40.

Valley Financial Group first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $603K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Valley Financial Group held 8,231 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $422K as of Q1 2026.
Valley Financial Group bought 234 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $12.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.23% of Valley Financial Group's portfolio in Q1 2026, its #40 holding.
Valley Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Valley Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $603K in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.