Canton Hathaway’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Canton Hathaway’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	$23.9K	Hold	490	–	–	﹤0.01%	265
2026 Q2	$25.1K	Buy	+490	New	+$25.1K	﹤0.01%	267
2023 Q4	–	Sell	-430	Closed	-$21K	–	251
2023 Q3	$21K	Hold	430	–	–	0.01%	221
2023 Q2	$22K	Hold	430	–	–	0.01%	220
2023 Q1	$22K	Sell	430 -42	-9%	-$2.11K	0.01%	222
2022 Q4	$23K	Hold	472	–	–	0.01%	222
2022 Q3	$23K	Hold	472	–	–	0.01%	207
2022 Q2	$24K	Buy	+472	New	+$24.6K	0.01%	231
2022 Q1	–	Sell	-472	Closed	-$28K	–	292
2021 Q4	$28K	Sell	472 -24	-5%	-$1.44K	0.01%	249
2021 Q3	$30K	Hold	496	–	–	0.01%	236
2021 Q2	$30K	Buy	496 +322	+185%	+$19.2K	0.01%	189
2021 Q1	$10K	Buy	174 +66	+61%	+$3.98K	﹤0.01%	236
2020 Q4	$7K	Buy	+108	New	+$6.61K	﹤0.01%	221

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

Canton Hathaway's USIG Position: Q3 2026 in Review

Canton Hathaway held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 490 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Canton Hathaway first reported a position in USIG in Q4 2020 and has held it in 13 quarters since. The position peaked at $30K in Q3 2021. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Canton Hathaway held 490 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $23.9K as of Q3 2026.
Canton Hathaway left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Canton Hathaway's portfolio in Q3 2026, its #265 holding.
Canton Hathaway first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Canton Hathaway's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $30K in Q3 2021.
110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Canton Hathaway's 13F filing for Q3 2026, filed 23 Oct 2026.