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

Concurrent Investment 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
Q2 		$5.87M Buy
114,416
+16,674
+17% +$854K 0.05% 394
2026
Q1 		$5.01M Buy
97,742
+4,549
+5% +$236K 0.05% 357
2025
Q4 		$4.82M Buy
93,193
+81,490
+696% +$4.24M 0.05% 336
2025
Q3 		$611K Buy
11,703
+265
+2% +$13.7K 0.01% 833
2025
Q2 		$588K Buy
+11,438
New +$578K 0.01% 791

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Concurrent Investment Advisors's USIG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 17% in Q2 2026, buying an estimated $854K and bringing the position to 114,416 shares worth $5.87M. The position accounts for 0.05% of the portfolio, ranked #394.

Concurrent Investment Advisors first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Concurrent Investment Advisors held 114,416 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.87M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,674 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $854K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #394 holding.
  • Concurrent Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.