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Bogart Wealth LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bogart Wealth LLC’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 		$7.69K Hold
150
– – ﹤0.01% 1076
2026
Q1 		$7.68K Hold
150
– – ﹤0.01% 960
2025
Q4 		$7.77K Sell
150
-17
-10% -$885 ﹤0.01% 908
2025
Q3 		$8.72K Sell
167
-203
-55% -$10.5K ﹤0.01% 858
2025
Q2 		$19K Buy
370
+220
+147% +$11.1K ﹤0.01% 637
2025
Q1 		$7.66K Hold
150
– – ﹤0.01% 817
2024
Q4 		$7.54K Buy
150
+23
+18% +$1.18K ﹤0.01% 797
2024
Q3 		$6.68K Buy
127
+83
+189% +$4.28K ﹤0.01% 776
2024
Q2 		$2.21K Hold
44
– – ﹤0.01% 920
2024
Q1 		$2.23K Hold
44
– – ﹤0.01% 891
2023
Q4 		$2.25K Sell
44
-371
-89% -$18.1K ﹤0.01% 880
2023
Q3 		$19.9K Hold
415
– – ﹤0.01% 482
2023
Q2 		$20.8K Hold
415
– – ﹤0.01% 456
2023
Q1 		$21K Sell
415
-626
-60% -$31.4K ﹤0.01% 451
2022
Q4 		$51.1K Hold
1,041
– – ﹤0.01% 298
2022
Q3 		$50K Hold
1,041
– – ﹤0.01% 301
2022
Q2 		$53K Sell
1,041
-54
-5% -$2.81K ﹤0.01% 277
2022
Q1 		$60K Sell
1,095
-54
-5% -$3.06K 0.01% 260
2021
Q4 		$69K Buy
1,149
+10
+0.9% +$600 0.01% 233
2021
Q3 		$68K Hold
1,139
– – 0.01% 225
2021
Q2 		$69K Sell
1,139
-580
-34% -$34.6K 0.01% 218
2021
Q1 		$101K Sell
1,719
-1,348
-44% -$81.2K 0.01% 168
2020
Q4 		$190K Sell
3,067
-148,731
-98% -$9.11M 0.04% 131
2020
Q3 		$9.23M Buy
151,798
+8,168
+6% +$500K 2.05% 14
2020
Q2 		$8.68M Buy
143,630
+14,897
+12% +$872K 2.04% 14
2020
Q1 		$7.21M Buy
+128,733
New +$7.47M 1.97% 14

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bogart Wealth LLC's USIG Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 150 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Bogart Wealth LLC first reported a position in USIG in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.23M in Q3 2020. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Bogart Wealth LLC held 150 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $7.69K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1076 holding.
  • Bogart Wealth LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Bogart Wealth LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.23M in Q3 2020.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.