GPWM
USIG icon

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

Grant Private 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
Q2 		– Sell
-20,757
Closed -$1.06M – 170
2026
Q1 		$1.06M Buy
+20,757
New +$1.07M 0.56% 40

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Grant Private Wealth Management's USIG Position: Q2 2026 in Review

Grant Private Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 20,757 shares — an estimated $1.06M sold.

Grant Private Wealth Management first reported a position in USIG in Q1 2026 and held it in 1 quarter. The position peaked at $1.06M in Q1 2026. 60 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Grant Private Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 20,757 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • Grant Private Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Grant Private Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.06M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.