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Central Valley Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Central Valley Advisors’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 		– Sell
-4,732
Closed -$243K – 192
2026
Q2 		$243K Buy
4,732
+55
+1% +$2.82K 0.06% 168
2026
Q1 		$240K Buy
+4,677
New +$242K 0.07% 169

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

Central Valley Advisors's USIG Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026, closing a stake of 4,732 shares — an estimated $243K sold.

Central Valley Advisors first reported a position in USIG in Q1 2026 and held it in 2 quarters. The position peaked at $243K in Q2 2026. 279 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Central Valley Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 4,732 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $243K.
  • Central Valley Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and held it in 2 quarters.
  • Central Valley Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $243K in Q2 2026.
  • 279 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.