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 Q3	$403K	Buy	8,260 +899	+12%	+$45.1K	0.03%	423
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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

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

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Accurate Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q3 2026, buying an estimated $45.1K and bringing the position to 8,260 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #423.

Accurate Wealth Management first reported a position in USIG in Q4 2022 and has held it in 6 quarters since. The position peaked at $457K in Q1 2026. 193 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Accurate Wealth Management held 8,260 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $403K as of Q3 2026.
Accurate Wealth Management bought 899 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $45.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #423 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 6 quarters since.
Accurate Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $457K in Q1 2026.
193 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.