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Dakota Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Dakota Wealth Management’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 		$9.28M Buy
180,895
+46,070
+34% +$2.36M 0.18% 122
2026
Q1 		$6.91M Buy
134,825
+39,752
+42% +$2.06M 0.15% 139
2025
Q4 		$4.92M Buy
+95,073
New +$4.95M 0.09% 176

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dakota Wealth Management's USIG Position: Q2 2026 in Review

Dakota Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 34% in Q2 2026, buying an estimated $2.36M and bringing the position to 180,895 shares worth $9.28M. The position accounts for 0.18% of the portfolio, ranked #122.

Dakota Wealth Management first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Dakota Wealth Management held 180,895 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $9.28M as of Q2 2026.
  • Dakota Wealth Management bought 46,070 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.36M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.18% of Dakota Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Dakota Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.