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

Accurate 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
Q2 		$373K Sell
7,361
-1,546
-17% -$79.2K 0.04% 407
2026
Q1 		$457K Buy
8,907
+630
+8% +$32.6K 0.06% 336
2025
Q4 		$430K Buy
8,277
+1,198
+17% +$62.4K 0.05% 334
2025
Q3 		$371K Buy
+7,079
New +$365K 0.05% 355
2023
Q1 		– Sell
-389
Closed -$19.6K – 1400
2022
Q4 		$19.6K Buy
+389
New +$19K 0.01% 689

Other funds holding USIG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Accurate Wealth Management's USIG Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 17% in Q2 2026, selling an estimated $79.2K and leaving 7,361 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #407.

Accurate Wealth Management first reported a position in USIG in Q4 2022 and has held it in 5 quarters since. The position peaked at $457K in Q1 2026. 159 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Accurate Wealth Management held 7,361 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $373K as of Q2 2026.
  • Accurate Wealth Management sold 1,546 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $79.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Accurate Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • Accurate Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $457K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.