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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
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

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avidian Wealth Enterprises's USIG Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q1 2026, buying an estimated $8.5M and bringing the position to 1,692,140 shares worth $86.7M. The position accounts for 2.74% of the portfolio, ranked #4.

Avidian Wealth Enterprises first reported a position in USIG in Q4 2019 and has held it in 26 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Avidian Wealth Enterprises held 1,692,140 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $86.7M as of Q1 2026.
  • Avidian Wealth Enterprises bought 164,221 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.5M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 2.74% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #4 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 26 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.