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Echo45 Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Echo45 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
Q3 		$231K Buy
+4,737
New +$238K 0.11% 101

Other funds holding USIG

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Echo45 Advisors's USIG Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026: 4,737 shares worth $231K. The stake represents 0.11% of the portfolio and ranks #101 among its holdings.

59 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Echo45 Advisors held 4,737 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $231K as of Q3 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Echo45 Advisors position in Q3 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of Echo45 Advisors's portfolio in Q3 2026, its #101 holding.
  • 59 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.