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

Aprio 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	$6.45M	Buy	125,787 +109,124	+655%	+$5.59M	0.32%	69
2026 Q1	$854K	Buy	+16,663	New	+$863K	0.05%	236
2024 Q1	–	Sell	-8,646	Closed	-$443K	–	262
2023 Q4	$443K	Sell	8,646 -184	-2%	-$8.98K	0.1%	99
2023 Q3	$424K	Sell	8,830 -1,225	-12%	-$60.3K	0.12%	92
2023 Q2	$504K	Buy	+10,055	New	+$505K	0.14%	76
2023 Q1	–	Sell	-21,241	Closed	-$1.04M	–	142
2022 Q4	$1.04M	Sell	21,241 -304,864	-93%	-$14.9M	0.37%	32
2022 Q3	$15.7M	Buy	+326,105	New	+$16.6M	6.29%	2

Other funds holding USIG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

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

Aprio Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 655% in Q2 2026, buying an estimated $5.59M and bringing the position to 125,787 shares worth $6.45M. The position accounts for 0.32% of the portfolio, ranked #69.

Aprio Wealth Management first reported a position in USIG in Q3 2022 and has held it in 7 quarters since. The position peaked at $15.7M in Q3 2022. 195 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Aprio Wealth Management held 125,787 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.45M as of Q2 2026.
Aprio Wealth Management bought 109,124 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.59M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.32% of Aprio Wealth Management's portfolio in Q2 2026, its #69 holding.
Aprio Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 7 quarters since.
Aprio Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15.7M in Q3 2022.
195 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.