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

EPG 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	$4.77K	Hold	98	–	–	﹤0.01%	301
2026 Q2	$5.03K	Hold	98	–	–	﹤0.01%	299
2026 Q1	$5.02K	Hold	98	–	–	﹤0.01%	300
2025 Q4	$5.07K	Sell	98 -11	-10%	-$573	﹤0.01%	295
2025 Q3	$5.69K	Hold	109	–	–	﹤0.01%	293
2025 Q2	$5.61K	Hold	109	–	–	﹤0.01%	287
2025 Q1	$5.57K	Sell	109 -62	-36%	-$3.14K	﹤0.01%	390
2024 Q4	$8.6K	Hold	171	–	–	﹤0.01%	383
2024 Q3	$8.99K	Buy	+171	New	+$8.82K	﹤0.01%	378
2024 Q2	–	Sell	-171	Closed	-$8.55K	–	402
2024 Q1	$8.68K	Hold	171	–	–	﹤0.01%	394
2023 Q4	$8.56K	Sell	171 -21	-11%	-$1.02K	﹤0.01%	382
2023 Q3	$9.23K	Hold	192	–	–	﹤0.01%	367
2023 Q2	$9.6K	Sell	192 -105	-35%	-$5.27K	﹤0.01%	358
2023 Q1	$15K	Buy	+297	New	+$14.9K	﹤0.01%	345

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

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

EPG Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 98 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

EPG Wealth Management first reported a position in USIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $15K in Q1 2023. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

EPG Wealth Management held 98 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.77K as of Q3 2026.
EPG Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #301 holding.
EPG Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
EPG Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15K in Q1 2023.
261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.