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

B. Riley 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 		$1.35M Buy
26,196
+5,011
+24% +$257K 0.07% 242
2026
Q1 		$1.08M Sell
21,185
-1,073
-5% -$55.5K 0.07% 271
2025
Q4 		$1.15M Buy
22,258
+22
+0.1% +$1.15K 0.05% 323
2025
Q3 		$1.16M Buy
22,236
+11,145
+100% +$575K 0.05% 311
2025
Q2 		$571K Buy
+11,091
New +$561K 0.03% 488
2024
Q4 		$444K Buy
+8,837
New +$453K 0.01% 734
2024
Q2 		– Sell
-5,111
Closed -$246K – 1603
2024
Q1 		$246K Buy
5,111
+832
+19% +$42.1K 0.01% 1154
2023
Q4 		$219K Sell
4,279
-832
-16% -$40.6K 0.01% 1212
2023
Q3 		$246K Buy
5,111
+10
+0.2% +$492 0.01% 1154
2023
Q2 		$256K Buy
5,101
+1,071
+27% +$53.8K 0.01% 1209
2023
Q1 		$204K Sell
4,030
-122
-3% -$6.13K 0.01% 1289
2022
Q4 		$204K Sell
4,152
-713
-15% -$34.7K 0.01% 1255
2022
Q3 		$234K Sell
4,865
-220
-4% -$11.2K 0.01% 1154
2022
Q2 		$260K Buy
5,085
+262
+5% +$13.6K 0.01% 942
2022
Q1 		$266K Buy
4,823
+10
+0.2% +$568 0.01% 1069
2021
Q4 		$288K Buy
4,813
+50
+1% +$3K 0.01% 1099
2021
Q3 		$287K Buy
4,763
+31
+0.7% +$1.89K 0.01% 1063
2021
Q2 		$287K Buy
4,732
+40
+0.9% +$2.39K 0.01% 1048
2021
Q1 		$277K Buy
4,692
+740
+19% +$44.6K 0.01% 1037
2020
Q4 		$245K Sell
3,952
-283
-7% -$17.3K 0.01% 859
2020
Q3 		$258K Buy
+4,235
New +$259K 0.01% 759

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

B. Riley Wealth Advisors's USIG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 24% in Q2 2026, buying an estimated $257K and bringing the position to 26,196 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #242.

B. Riley Wealth Advisors first reported a position in USIG in Q3 2020 and has held it in 21 quarters since. 71 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • B. Riley Wealth Advisors held 26,196 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.35M as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,011 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $257K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.