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

Heck Capital 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 Q2	–	Sell	-50,257	Closed	-$2.57M	–	229
2026 Q1	$2.57M	Buy	50,257 +16,612	+49%	+$860K	0.19%	73
2025 Q4	$1.74M	Buy	33,645 +8,754	+35%	+$456K	0.13%	85
2025 Q3	$1.3M	Buy	+24,891	New	+$1.28M	0.1%	104
2022 Q2	–	Sell	-56,113	Closed	-$3.09M	–	159
2022 Q1	$3.09M	Sell	56,113 -44,175	-44%	-$2.51M	0.56%	44
2021 Q4	$5.99M	Buy	100,288 +6,869	+7%	+$412K	1.09%	24
2021 Q3	$5.61M	Buy	93,419 +1,114	+1%	+$67.8K	1.12%	22
2021 Q2	$5.59M	Buy	92,305 +2,254	+3%	+$135K	1.11%	24
2021 Q1	$5.32M	Buy	+90,051	New	+$5.42M	1.17%	20

Other funds holding USIG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Heck Capital Advisors's USIG Position: Q2 2026 in Review

Heck Capital Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 50,257 shares — an estimated $2.57M sold.

Heck Capital Advisors first reported a position in USIG in Q1 2021 and held it in 8 quarters. The position peaked at $5.99M in Q4 2021. 195 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Heck Capital Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Heck Capital Advisors sold 50,257 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.57M.
Heck Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Heck Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.99M in Q4 2021.
195 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.