CRA Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CRA Financial Services’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	$636K	Sell	13,049 -600	-4%	-$30.1K	0.07%	175
2026 Q2	$700K	Hold	13,649	–	–	0.08%	166
2026 Q1	$699K	Buy	13,649 +106	+0.8%	+$5.49K	0.09%	152
2025 Q4	$701K	Hold	13,543	–	–	0.09%	147
2025 Q3	$707K	Hold	13,543	–	–	0.1%	147
2025 Q2	$697K	Sell	13,543 -1,672	-11%	-$84.5K	0.11%	138
2025 Q1	$777K	Buy	15,215 +102	+0.7%	+$5.17K	0.13%	123
2024 Q4	$760K	Buy	+15,113	New	+$774K	0.13%	121

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

CRA Financial Services's USIG Position: Q3 2026 in Review

CRA Financial Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.4% in Q3 2026, selling an estimated $30.1K and leaving 13,049 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #175.

CRA Financial Services first reported a position in USIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $777K in Q1 2025. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

CRA Financial Services held 13,049 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $636K as of Q3 2026.
CRA Financial Services sold 600 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $30.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of CRA Financial Services's portfolio in Q3 2026, its #175 holding.
CRA Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
CRA Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $777K in Q1 2025.
110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.