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

GC Wealth Management RIA’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 		– Sell
-8,289
Closed -$425K – 542
2026
Q1 		$425K Buy
8,289
+81
+1% +$4.19K 0.02% 375
2025
Q4 		$425K Sell
8,208
-5,765
-41% -$300K 0.02% 389
2025
Q3 		$730K Buy
13,973
+7
+0.1% +$361 0.02% 431
2025
Q2 		$718K Buy
13,966
+965
+7% +$48.8K 0.06% 255
2025
Q1 		$664K Buy
13,001
+6,034
+87% +$306K 0.12% 150
2024
Q4 		$350K Hold
6,967
– – 0.06% 219
2024
Q3 		$366K Hold
6,967
– – 0.06% 229
2024
Q2 		$350K Hold
6,967
– – 0.07% 209
2024
Q1 		$354K Hold
6,967
– – 0.07% 198
2023
Q4 		$357K Buy
+6,967
New +$340K 0.16% 140

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GC Wealth Management RIA's USIG Position: Q2 2026 in Review

GC Wealth Management RIA sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 8,289 shares — an estimated $425K sold.

GC Wealth Management RIA first reported a position in USIG in Q4 2023 and held it in 10 quarters. The position peaked at $730K in Q3 2025. 56 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • GC Wealth Management RIA reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 8,289 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $425K.
  • GC Wealth Management RIA first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • GC Wealth Management RIA's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $730K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.