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 Q3	$28M	Buy	575,777 +449,990	+358%	+$22.6M	1.28%	19
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 $59.5B AUM 15.92% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Bank of New York Mellon New York $608B AUM 32.77% 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

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

Aprio Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 358% in Q3 2026, buying an estimated $22.6M and bringing the position to 575,777 shares worth $28M. The position accounts for 1.28% of the portfolio, ranked #19.

Aprio Wealth Management first reported a position in USIG in Q3 2022 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Aprio Wealth Management held 575,777 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $28M as of Q3 2026.
Aprio Wealth Management bought 449,990 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $22.6M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.28% of Aprio Wealth Management's portfolio in Q3 2026, its #19 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 8 quarters since.
261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.