Blue Trust Inc
USIG icon

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

Blue Trust Inc’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 		$141K Buy
2,898
+92
+3% +$4.61K ﹤0.01% 889
2026
Q2 		$144K Buy
2,806
+449
+19% +$23K ﹤0.01% 899
2026
Q1 		$121K Buy
2,357
+773
+49% +$40K ﹤0.01% 944
2025
Q4 		$82K Buy
1,584
+67
+4% +$3.49K ﹤0.01% 1154
2025
Q3 		$79.2K Buy
1,517
+54
+4% +$2.79K ﹤0.01% 1174
2025
Q2 		$75.2K Buy
1,463
+374
+34% +$18.9K ﹤0.01% 1179
2025
Q1 		$55.6K Buy
1,089
+65
+6% +$3.29K ﹤0.01% 1296
2024
Q4 		$51.5K Sell
1,024
-339
-25% -$17.4K ﹤0.01% 1287
2024
Q3 		$68.5K Buy
1,363
+384
+39% +$19.8K ﹤0.01% 1431
2024
Q2 		$49.7K Hold
979
– – ﹤0.01% 1253
2024
Q1 		$49.7K Sell
979
-115
-11% -$5.82K ﹤0.01% 923
2023
Q4 		$52K Buy
1,094
+1,054
+2,635% +$51.4K ﹤0.01% 923
2023
Q3 		$2K Buy
40
+1
+3% +$49 ﹤0.01% 1857
2023
Q2 		$2K Buy
+39
New +$1.96K ﹤0.01% 1767
2023
Q1 		– Sell
-11
Closed -$1K – 2650
2022
Q4 		$1K Buy
11
+5
+83% +$244 ﹤0.01% 2148
2022
Q3 		$0 Buy
+6
New +$306 ﹤0.01% 2337

Other funds holding USIG

AssetMark Inc
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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

Blue Trust Inc's USIG Position: Q3 2026 in Review

Blue Trust Inc increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q3 2026, buying an estimated $4.61K and bringing the position to 2,898 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Blue Trust Inc first reported a position in USIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $144K in Q2 2026. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Blue Trust Inc held 2,898 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $141K as of Q3 2026.
  • Blue Trust Inc bought 92 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.61K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #889 holding.
  • Blue Trust Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $144K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.