Arete Wealth Advisors
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Arete Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Arete Wealth Advisors’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 		$801K Buy
16,447
+1,343
+9% +$67.4K 0.05% 263
2026
Q2 		$775K Sell
15,104
-181
-1% -$9.27K 0.05% 250
2026
Q1 		$784K Sell
15,285
-807
-5% -$41.8K 0.06% 233
2025
Q4 		$833K Sell
16,092
-575
-3% -$29.9K 0.06% 256
2025
Q3 		$869K Buy
16,667
+6,497
+64% +$335K 0.06% 241
2025
Q2 		$523K Sell
10,170
-12,962
-56% -$655K 0.04% 396
2025
Q1 		$1.18M Buy
23,132
+5,772
+33% +$292K 0.09% 228
2024
Q4 		$873K Sell
17,360
-5,773
-25% -$296K 0.06% 277
2024
Q3 		$1.22M Buy
23,133
+7,971
+53% +$411K 0.1% 193
2024
Q2 		$761K Buy
15,162
+1,434
+10% +$71.7K 0.06% 297
2024
Q1 		$697K Buy
13,728
+3,227
+31% +$163K 0.06% 261
2023
Q4 		$538K Buy
10,501
+1,571
+18% +$76.7K 0.04% 384
2023
Q3 		$429K Sell
8,930
-500
-5% -$24.6K 0.07% 264
2023
Q2 		$472K Buy
+9,430
New +$473K 0.04% 372

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Arete Wealth Advisors's USIG Position: Q3 2026 in Review

Arete Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8.9% in Q3 2026, buying an estimated $67.4K and bringing the position to 16,447 shares worth $801K. The position accounts for 0.05% of the portfolio, ranked #263.

Arete Wealth Advisors first reported a position in USIG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2024. 279 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Arete Wealth Advisors held 16,447 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $801K as of Q3 2026.
  • Arete Wealth Advisors bought 1,343 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $67.4K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q3 2026, its #263 holding.
  • Arete Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Arete Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.22M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.