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

Alterna 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	$583K	Hold	11,361	–	–	0.33%	61
2026 Q1	$582K	Sell	11,361 -52	-0.5%	-$2.69K	0.44%	54
2025 Q4	$591K	Hold	11,413	–	–	0.49%	52
2025 Q3	$596K	Hold	11,413	–	–	0.49%	53
2025 Q2	$587K	Hold	11,413	–	–	0.47%	55
2025 Q1	$583K	Hold	11,413	–	–	0.44%	52
2024 Q4	$574K	Hold	11,413	–	–	0.48%	47
2024 Q3	$600K	Hold	11,413	–	–	0.54%	46
2024 Q2	$573K	Sell	11,413 -5,861	-34%	-$293K	0.5%	50
2024 Q1	$877K	Hold	17,274	–	–	0.71%	31
2023 Q4	$885K	Hold	17,274	–	–	1.07%	28
2023 Q3	$830K	Hold	17,274	–	–	1.06%	31
2023 Q2	$865K	Hold	17,274	–	–	1%	31
2023 Q1	$875K	Hold	17,274	–	–	1.1%	27
2022 Q4	$848K	Hold	17,274	–	–	0.95%	28
2022 Q3	$830K	Hold	17,274	–	–	0.99%	27
2022 Q2	$880K	Hold	17,274	–	–	0.89%	32
2022 Q1	$951K	Hold	17,274	–	–	0.8%	30
2021 Q4	$1.03M	Buy	+17,274	New	+$1.04M	0.86%	30
2020 Q4	$1.07M	Hold	17,274	–	–	1.35%	26
2020 Q3	$1.05M	Hold	17,274	–	–	1.52%	21
2020 Q2	$1.04M	Hold	17,274	–	–	1.25%	23
2020 Q1	$968K	Hold	17,274	–	–	1.4%	24
2019 Q4	$1.01M	Hold	17,274	–	–	1.12%	26
2019 Q3	$1.01M	Buy	17,274 +52	+0.3%	+$3K	1.19%	23
2019 Q2	$983K	Hold	17,222	–	–	1.18%	29
2019 Q1	$952K	Hold	17,222	–	–	0.81%	46
2018 Q4	$912K	Buy	+17,222	New	+$908K	0.15%	108

Other funds holding USIG

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Alterna Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 11,361 shares worth $583K. The position accounts for 0.33% of the portfolio, ranked #61.

Alterna Wealth Management first reported a position in USIG in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.07M in Q4 2020. 126 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Alterna Wealth Management held 11,361 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $583K as of Q2 2026.
Alterna Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.33% of Alterna Wealth Management's portfolio in Q2 2026, its #61 holding.
Alterna Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
Alterna Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.07M in Q4 2020.
126 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.