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

Arista 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	$1.89M	Hold	36,839	–	–	0.2%	60
2026 Q1	$1.89M	Hold	36,839	–	–	0.23%	59
2025 Q4	$1.91M	Hold	36,839	–	–	0.23%	51
2025 Q3	$1.92M	Hold	36,839	–	–	0.24%	53
2025 Q2	$1.89M	Hold	36,839	–	–	0.26%	49
2025 Q1	$1.88M	Hold	36,839	–	–	0.46%	23
2024 Q4	$1.85M	Hold	36,839	–	–	0.44%	23
2024 Q3	$1.94M	Hold	36,839	–	–	0.47%	23
2024 Q2	$1.85M	Buy	+36,839	New	+$1.84M	0.49%	23

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Arista Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 36,839 shares worth $1.89M. The position accounts for 0.2% of the portfolio, ranked #60.

Arista Wealth Management first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2024. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Arista Wealth Management held 36,839 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.89M as of Q2 2026.
Arista Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.2% of Arista Wealth Management's portfolio in Q2 2026, its #60 holding.
Arista Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Arista Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.94M in Q3 2024.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.