Brookstone Capital Management
USIG icon

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
Q3 		$679K Sell
13,939
-704
-5% -$35.3K 0.01% 830
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Brookstone Capital Management's USIG Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.8% in Q3 2026, selling an estimated $35.3K and leaving 13,939 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #830.

Brookstone Capital Management first reported a position in USIG in Q1 2019 and has held it in 27 quarters since. The position peaked at $41.8M in Q4 2021. 283 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Brookstone Capital Management held 13,939 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $679K as of Q3 2026.
  • Brookstone Capital Management sold 704 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $35.3K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #830 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 27 quarters since.
  • Brookstone Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $41.8M in Q4 2021.
  • 283 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.