Dakota Wealth Management
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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
Q3 		$10M Buy
204,284
+23,389
+13% +$1.17M 0.19% 112
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Dakota Wealth Management's USIG Position: Q3 2026 in Review

Dakota Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 13% in Q3 2026, buying an estimated $1.17M and bringing the position to 204,284 shares worth $10M. The position accounts for 0.19% of the portfolio, ranked #112.

Dakota Wealth Management first reported a position in USIG in Q4 2025 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Dakota Wealth Management held 204,284 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $10M as of Q3 2026.
  • Dakota Wealth Management bought 23,389 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.17M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.19% of Dakota Wealth Management's portfolio in Q3 2026, its #112 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 4 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.