Avidian Wealth Enterprises
USIG icon

Avidian Wealth Enterprises’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Avidian Wealth Enterprises’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 		$90.6M Buy
1,859,065
+101,776
+6% +$5.1M 2.52% 6
2026
Q2 		$90.1M Buy
1,757,289
+65,149
+4% +$3.34M 2.49% 6
2026
Q1 		$86.7M Buy
1,692,140
+164,221
+11% +$8.5M 2.74% 4
2025
Q4 		$79.1M Buy
1,527,919
+95,477
+7% +$4.97M 2.88% 5
2025
Q3 		$74.8M Buy
1,432,442
+72,046
+5% +$3.72M 2.82% 5
2025
Q2 		$70M Buy
1,360,396
+86,746
+7% +$4.38M 2.84% 4
2025
Q1 		$65.1M Buy
1,273,650
+235,052
+23% +$11.9M 2.9% 4
2024
Q4 		$52.2M Buy
1,038,598
+67,571
+7% +$3.46M 2.35% 10
2024
Q3 		$51.1M Buy
971,027
+33,944
+4% +$1.75M 2.32% 10
2024
Q2 		$47.1M Buy
937,083
+43,479
+5% +$2.17M 1.95% 13
2024
Q1 		$45.4M Buy
893,604
+218,937
+32% +$11.1M 2.2% 12
2023
Q4 		$34.6M Buy
674,667
+137,096
+26% +$6.69M 2.13% 10
2023
Q3 		$25.8M Buy
537,571
+52,033
+11% +$2.56M 1.82% 11
2023
Q2 		$24.3M Buy
485,538
+29,726
+7% +$1.49M 1.59% 11
2023
Q1 		$23.1M Buy
455,812
+33,000
+8% +$1.66M 1.27% 16
2022
Q4 		$20.8M Sell
422,812
-28,222
-6% -$1.38M 1.35% 16
2022
Q3 		$21.7M Sell
451,034
-22,712
-5% -$1.16M 1.57% 14
2022
Q2 		$24.1M Sell
473,746
-9,307
-2% -$485K 1.71% 11
2022
Q1 		$26.6M Sell
483,053
-24,880
-5% -$1.41M 1.63% 11
2021
Q4 		$30.3M Buy
507,933
+4,062
+0.8% +$244K 1.89% 9
2021
Q3 		$30.3M Buy
503,871
+21,428
+4% +$1.3M 2.31% 9
2021
Q2 		$29.2M Buy
482,443
+27,642
+6% +$1.65M 2.24% 8
2021
Q1 		$26.9M Buy
454,801
+131,098
+40% +$7.9M 2.29% 8
2020
Q4 		$20.1M Buy
323,703
+101,512
+46% +$6.22M 1.9% 12
2020
Q3 		$13.5M Buy
222,191
+135,124
+155% +$8.28M 1.53% 14
2020
Q2 		$5.26M Buy
87,067
+64,634
+288% +$3.78M 0.71% 35
2020
Q1 		$1.26M Buy
22,433
+16,522
+280% +$959K 0.2% 65
2019
Q4 		$345K Buy
+5,911
New +$344K 0.05% 160

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AssetMark Inc
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Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 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

Avidian Wealth Enterprises's USIG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.8% in Q3 2026, buying an estimated $5.1M and bringing the position to 1,859,065 shares worth $90.6M. The position accounts for 2.52% of the portfolio, ranked #6.

Avidian Wealth Enterprises first reported a position in USIG in Q4 2019 and has held it in 28 quarters since. 140 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Avidian Wealth Enterprises held 1,859,065 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $90.6M as of Q3 2026.
  • Avidian Wealth Enterprises bought 101,776 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.1M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 2.52% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #6 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.