1900 Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

1900 Wealth Management’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 Q3	$508K	Sell	10,431 -456	-4%	-$22.9K	0.03%	204
2026 Q2	$558K	Buy	10,887 +246	+2%	+$12.6K	0.03%	168
2026 Q1	$545K	Hold	10,641	–	–	0.04%	157
2025 Q4	$551K	Sell	10,641 -96	-0.9%	-$5K	0.04%	150
2025 Q3	$561K	Hold	10,737	–	–	0.04%	136
2025 Q2	$552K	Sell	10,737 -5	-0%	-$253	0.04%	129
2025 Q1	$549K	Buy	10,742 +5	+0%	+$253	0.05%	127
2024 Q4	$540K	Sell	10,737 -1,157	-10%	-$59.3K	0.05%	134
2024 Q3	$625K	Sell	11,894 -2,110	-15%	-$109K	0.05%	126
2024 Q2	$703K	Sell	14,004 -12,032	-46%	-$602K	0.07%	115
2024 Q1	$1.32M	Sell	26,036 -32,433	-55%	-$1.64M	0.12%	90
2023 Q4	$3M	Sell	58,469 -52,639	-47%	-$2.57M	0.28%	70
2023 Q3	$5.34M	Sell	111,108 -26,413	-19%	-$1.3M	0.53%	50
2023 Q2	$6.89M	Sell	137,521 -4,341	-3%	-$218K	0.71%	38
2023 Q1	$7.03M	Buy	141,862 +1,032	+0.7%	+$51.8K	0.76%	35
2022 Q4	$6.92M	Sell	140,830 -4,265	-3%	-$208K	0.75%	35
2022 Q3	$6.97M	Sell	145,095 -2,932	-2%	-$149K	0.82%	31
2022 Q2	$7.54M	Sell	148,027 -28,036	-16%	-$1.46M	0.82%	31
2022 Q1	$9.7M	Sell	176,063 -48,901	-22%	-$2.78M	0.92%	25
2021 Q4	$13.4M	Sell	224,964 -144,317	-39%	-$8.66M	1.22%	22
2021 Q3	$22.2M	Sell	369,281 -152,799	-29%	-$9.31M	2.15%	12
2021 Q2	$31.6M	Buy	522,080 +120,547	+30%	+$7.2M	3.03%	9
2021 Q1	$23.7M	Buy	401,533 +192,037	+92%	+$11.6M	1.79%	11
2020 Q4	$13M	Buy	+209,496	New	+$12.8M	1.52%	16

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

1900 Wealth Management's USIG Position: Q3 2026 in Review

1900 Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.2% in Q3 2026, selling an estimated $22.9K and leaving 10,431 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #204.

1900 Wealth Management first reported a position in USIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $31.6M in Q2 2021. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

1900 Wealth Management held 10,431 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $508K as of Q3 2026.
1900 Wealth Management sold 456 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $22.9K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #204 holding.
1900 Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $31.6M in Q2 2021.
110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.