Columbus Macro’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Columbus Macro’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	$2.22M	Sell	45,648 -29,510	-39%	-$1.48M	0.22%	128
2026 Q2	$3.85M	Buy	75,158 +396	+0.5%	+$20.3K	0.37%	93
2026 Q1	$3.83M	Sell	74,762 -36,286	-33%	-$1.88M	0.41%	87
2025 Q4	$5.75M	Sell	111,048 -15,356	-12%	-$800K	0.63%	69
2025 Q3	$6.6M	Sell	126,404 -1,525	-1%	-$78.7K	0.75%	57
2025 Q2	$6.58M	Buy	127,929 +27,790	+28%	+$1.4M	0.81%	47
2025 Q1	$5.12M	Buy	100,139 +548	+0.6%	+$27.8K	0.67%	63
2024 Q4	$5.01M	Buy	99,591 +20,989	+27%	+$1.08M	0.69%	60
2024 Q3	$4.1M	Buy	78,602 +2,593	+3%	+$134K	1.49%	12
2024 Q2	$3.83M	Sell	76,009 -44	-0.1%	-$2.2K	1.48%	11
2024 Q1	$3.86M	Buy	76,053 +2,109	+3%	+$107K	1.46%	11
2023 Q4	$3.79M	Sell	73,944 -304	-0.4%	-$14.8K	1.5%	9
2023 Q3	$3.57M	Sell	74,248 -10,336	-12%	-$509K	1.51%	13
2023 Q2	$4.24M	Buy	84,584 +22,765	+37%	+$1.14M	1.68%	13
2023 Q1	$3.13M	Buy	61,819 +6,552	+12%	+$329K	1.16%	23
2022 Q4	$2.71M	Buy	+55,267	New	+$2.69M	1.04%	26

Other funds holding USIG

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

SWP

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Columbus Macro's USIG Position: Q3 2026 in Review

Columbus Macro reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 39% in Q3 2026, selling an estimated $1.48M and leaving 45,648 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #128.

Columbus Macro first reported a position in USIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.6M in Q3 2025. 67 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Columbus Macro held 45,648 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.22M as of Q3 2026.
Columbus Macro sold 29,510 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.48M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.22% of Columbus Macro's portfolio in Q3 2026, its #128 holding.
Columbus Macro first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Columbus Macro's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6.6M in Q3 2025.
67 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.