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 Q3	$553K	Hold	11,361	–	–	0.31%	66
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

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

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

Alterna Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 11,361 shares worth $553K. The position accounts for 0.31% of the portfolio, ranked #66.

Alterna Wealth Management first reported a position in USIG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.07M in Q4 2020. 188 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Alterna Wealth Management held 11,361 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $553K as of Q3 2026.
Alterna 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 0.31% of Alterna Wealth Management's portfolio in Q3 2026, its #66 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 29 quarters since.
Alterna Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.07M in Q4 2020.
188 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.