CLA (CliftonLarsonAllen) Wealth Advisors
USIG icon

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.59M Sell
53,211
-12,040
-18% -$604K 0.03% 135
2026
Q2 		$3.35M Sell
65,251
-11,275
-15% -$577K 0.04% 126
2026
Q1 		$3.92M Sell
76,526
-30,755
-29% -$1.59M 0.06% 107
2025
Q4 		$5.55M Buy
107,281
+4,070
+4% +$212K 0.08% 84
2025
Q3 		$5.39M Sell
103,211
-17,355
-14% -$895K 0.09% 84
2025
Q2 		$6.2M Sell
120,566
-19,340
-14% -$977K 0.1% 75
2025
Q1 		$7.15M Sell
139,906
-245,412
-64% -$12.4M 0.13% 69
2024
Q4 		$19.4M Sell
385,318
-7,984
-2% -$409K 0.38% 40
2024
Q3 		$20.7M Sell
393,302
-799
-0.2% -$41.2K 0.48% 39
2024
Q2 		$19.8M Sell
394,101
-4,477
-1% -$224K 0.42% 40
2024
Q1 		$20.2M Buy
398,578
+7,319
+2% +$371K 0.46% 38
2023
Q4 		$20.1M Sell
391,259
-26,391
-6% -$1.29M 0.5% 38
2023
Q3 		$20.1M Buy
417,650
+769
+0.2% +$37.8K 0.56% 38
2023
Q2 		$20.9M Sell
416,881
-4,655
-1% -$234K 0.59% 36
2023
Q1 		$21.4M Buy
421,536
+290,254
+221% +$14.6M 0.63% 37
2022
Q4 		$6.45M Sell
131,282
-2,653
-2% -$129K 0.24% 55
2022
Q3 		$6.44M Buy
133,935
+11
+0% +$560 0.79% 20
2022
Q2 		$6.83M Sell
133,924
-1,401
-1% -$73K 0.28% 50
2022
Q1 		$7.45M Sell
135,325
-20,602
-13% -$1.17M 0.27% 56
2021
Q4 		$9.31M Buy
155,927
+24,409
+19% +$1.46M 0.34% 46
2021
Q3 		$7.9M Buy
131,518
+2,023
+2% +$123K 0.31% 49
2021
Q2 		$7.85M Buy
129,495
+5,851
+5% +$349K 0.32% 49
2021
Q1 		$7.3M Sell
123,644
-41,333
-25% -$2.49M 0.35% 45
2020
Q4 		$10.2M Buy
164,977
+2,254
+1% +$138K 0.5% 39
2020
Q3 		$9.89M Buy
162,723
+4,252
+3% +$260K 0.56% 40
2020
Q2 		$9.57M Buy
+158,471
New +$9.27M 0.58% 39
2019
Q4 		$7.78M Buy
133,384
+20,663
+18% +$1.2M 0.62% 26
2019
Q3 		$6.57M Buy
112,721
+29,977
+36% +$1.73M 0.57% 29
2019
Q2 		$4.72M Buy
82,744
+24,620
+42% +$1.37M 0.47% 32
2019
Q1 		$3.21M Buy
58,124
+4,416
+8% +$238K 0.35% 44
2018
Q4 		$2.84M Buy
53,708
+3,446
+7% +$182K 0.28% 54
2018
Q3 		$2.69M Buy
50,262
+7,282
+17% +$391K 0.25% 54
2018
Q2 		$2.3M Buy
42,980
+12,756
+42% +$686K 0.23% 60
2018
Q1 		$1.65M Buy
+30,224
New +$1.66M 0.16% 66

Other funds holding USIG

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's USIG Position: Q3 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 18% in Q3 2026, selling an estimated $604K and leaving 53,211 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #135.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in USIG in Q1 2018 and has held it in 34 quarters since. The position peaked at $21.4M in Q1 2023. 37 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 53,211 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.59M as of Q3 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,040 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $604K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q3 2026, its #135 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21.4M in Q1 2023.
  • 37 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.