BHWM
USIG icon

Beaird Harris Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Beaird Harris Wealth Management’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 		$18.1K Buy
+352
New +$18K ﹤0.01% 347

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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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

Beaird Harris Wealth Management's USIG Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 352 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings.

72 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Beaird Harris Wealth Management held 352 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18.1K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #347 holding.
  • 72 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.