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 Q1	$784K	Sell	15,285 -807	-5%	-$41.8K	0.06%	233
2025 Q4	$833K	Sell	16,092 -575	-3%	-$29.9K	0.05%	317
2025 Q3	$869K	Buy	16,667 +6,497	+64%	+$335K	0.05%	309
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arete Wealth Advisors's USIG Position: Q1 2026 in Review

Arete Wealth Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5% in Q1 2026, selling an estimated $41.8K and leaving 15,285 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #233.

Arete Wealth Advisors first reported a position in USIG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2024. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Arete Wealth Advisors held 15,285 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $784K as of Q1 2026.
Arete Wealth Advisors sold 807 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of Arete Wealth Advisors's portfolio in Q1 2026, its #233 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 12 quarters since.
Arete Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.22M in Q3 2024.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.