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

Activest 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	$2.34K	Hold	48	–	–	﹤0.01%	783
2026 Q2	$2.46K	Sell	48 -112	-70%	-$5.74K	﹤0.01%	821
2026 Q1	$8.2K	Buy	+160	New	+$8.28K	﹤0.01%	722

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

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

Activest Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 48 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Activest Wealth Management first reported a position in USIG in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.2K in Q1 2026. 123 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Activest Wealth Management held 48 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.34K as of Q3 2026.
Activest Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #783 holding.
Activest Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
Activest Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.2K in Q1 2026.
123 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.