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Brookstone Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Brookstone Capital 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 		$751K Buy
14,643
+1,759
+14% +$90.1K 0.01% 802
2026
Q1 		$660K Sell
12,884
-1,320
-9% -$68.3K 0.01% 778
2025
Q4 		$735K Buy
14,204
+568
+4% +$29.6K 0.01% 727
2025
Q3 		$712K Sell
13,636
-1,090
-7% -$56.2K 0.01% 715
2025
Q2 		$758K Sell
14,726
-161
-1% -$8.14K 0.01% 641
2025
Q1 		$760K Sell
14,887
-1,045
-7% -$52.9K 0.01% 615
2024
Q4 		$801K Sell
15,932
-2,192
-12% -$112K 0.01% 583
2024
Q3 		$953K Buy
18,124
+1,618
+10% +$83.5K 0.01% 530
2024
Q2 		$842K Buy
16,506
+1,062
+7% +$53.1K 0.01% 535
2024
Q1 		$784K Buy
15,444
+3,794
+33% +$192K 0.01% 536
2023
Q4 		$597K Buy
11,650
+2,079
+22% +$101K 0.01% 559
2023
Q3 		$447K Sell
9,571
-442
-4% -$21.7K 0.01% 600
2023
Q2 		$492K Sell
10,013
-45,459
-82% -$2.28M 0.01% 582
2023
Q1 		$2.79M Sell
55,472
-368,137
-87% -$18.5M 0.05% 269
2022
Q4 		$21.3M Sell
423,609
-44,221
-9% -$2.15M 0.43% 68
2022
Q3 		$22.2M Sell
467,830
-36,880
-7% -$1.88M 0.51% 51
2022
Q2 		$25.7M Sell
504,710
-175,561
-26% -$9.14M 0.57% 47
2022
Q1 		$36.3M Sell
680,271
-31,445
-4% -$1.79M 0.71% 31
2021
Q4 		$41.8M Buy
711,716
+62,298
+10% +$3.74M 0.72% 38
2021
Q3 		$39M Buy
649,418
+73,773
+13% +$4.49M 0.7% 44
2021
Q2 		$34.9M Buy
575,645
+68,957
+14% +$4.12M 0.62% 45
2021
Q1 		$29.9M Buy
506,688
+77,972
+18% +$4.7M 1.15% 19
2020
Q4 		$26.6M Buy
428,716
+49,415
+13% +$3.03M 1.06% 22
2020
Q3 		$23.1M Buy
+379,301
New +$23.2M 1.07% 21
2020
Q1 		– Sell
-3,656
Closed -$213K – 426
2019
Q4 		$213K Buy
+3,656
New +$213K 0.01% 383
2019
Q2 		– Sell
-4,111
Closed -$227K – 484
2019
Q1 		$227K Buy
+4,111
New +$222K 0.01% 359

Other funds holding USIG

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Brookstone Capital Management's USIG Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 14% in Q2 2026, buying an estimated $90.1K and bringing the position to 14,643 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #802.

Brookstone Capital Management first reported a position in USIG in Q1 2019 and has held it in 26 quarters since. The position peaked at $41.8M in Q4 2021. 126 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Brookstone Capital Management held 14,643 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $751K as of Q2 2026.
  • Brookstone Capital Management bought 1,759 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $90.1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #802 holding.
  • Brookstone Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Brookstone Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $41.8M in Q4 2021.
  • 126 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.