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Arlington Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Arlington Trust’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 		$15.6K Hold
320
– – ﹤0.01% 453
2026
Q2 		$16.4K Hold
320
– – ﹤0.01% 408
2026
Q1 		$16.4K Hold
320
– – ﹤0.01% 361
2025
Q4 		$16.6K Buy
+320
New +$16.7K ﹤0.01% 266

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
SIMA Wealth Partners
SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

Arlington Trust's USIG Position: Q3 2026 in Review

Arlington Trust held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 320 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Arlington Trust first reported a position in USIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.6K in Q4 2025. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Arlington Trust held 320 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $15.6K as of Q3 2026.
  • Arlington Trust left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #453 holding.
  • Arlington Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Arlington Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16.6K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.