Gables Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Gables Capital 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	$48.7K	Sell	1,000 -1,651	-62%	-$82.8K	0.02%	240
2026 Q2	$136K	Hold	2,651	–	–	0.05%	174
2026 Q1	$136K	Hold	2,651	–	–	0.06%	160
2025 Q4	$137K	Buy	+2,651	New	+$138K	0.06%	156

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

Gables Capital Management's USIG Position: Q3 2026 in Review

Gables Capital Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 62% in Q3 2026, selling an estimated $82.8K and leaving 1,000 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #240.

Gables Capital Management first reported a position in USIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $137K in Q4 2025. 283 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Gables Capital Management held 1,000 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $48.7K as of Q3 2026.
Gables Capital Management sold 1,651 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $82.8K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Gables Capital Management's portfolio in Q3 2026, its #240 holding.
Gables Capital 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.
Gables Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $137K in Q4 2025.
283 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Gables Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.