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

Arkadios 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
Q2 		$1.33M Buy
25,862
+2,112
+9% +$108K 0.02% 696
2026
Q1 		$1.22M Buy
23,750
+3,430
+17% +$178K 0.02% 697
2025
Q4 		$1.05M Sell
20,320
-34
-0.2% -$1.77K 0.02% 674
2025
Q3 		$1.06M Buy
20,354
+4,193
+26% +$216K 0.03% 615
2025
Q2 		$831K Buy
16,161
+390
+2% +$19.7K 0.02% 639
2025
Q1 		$806K Buy
15,771
+491
+3% +$24.9K 0.03% 531
2024
Q4 		$768K Buy
15,280
+3,949
+35% +$202K 0.04% 397
2024
Q3 		$596K Buy
11,331
+525
+5% +$27.1K 0.03% 484
2024
Q2 		$543K Buy
10,806
+3,230
+43% +$162K 0.04% 446
2024
Q1 		$385K Buy
7,576
+1,418
+23% +$71.8K 0.03% 461
2023
Q4 		$316K Buy
6,158
+382
+7% +$18.6K 0.03% 508
2023
Q3 		$278K Buy
+5,776
New +$284K 0.03% 512
2021
Q2 		– Sell
-291
Closed -$17K – 2041
2021
Q1 		$17K Buy
+291
New +$17.5K ﹤0.01% 1032
2020
Q1 		– Sell
-36
Closed -$2.15K – 1302
2019
Q4 		$2.15K Buy
+36
New +$2.09K ﹤0.01% 813

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arkadios Wealth Advisors's USIG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8.9% in Q2 2026, buying an estimated $108K and bringing the position to 25,862 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #696.

Arkadios Wealth Advisors first reported a position in USIG in Q4 2019 and has held it in 14 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Arkadios Wealth Advisors held 25,862 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.33M as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,112 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #696 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.