HHM Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

HHM Wealth 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	$10.5K	Hold	204	–	–	﹤0.01%	626
2026 Q1	$10.5K	Sell	204 -108	-35%	-$5.59K	﹤0.01%	637
2025 Q4	$16.2K	Buy	312 +108	+53%	+$5.63K	﹤0.01%	528
2025 Q3	$10.7K	Hold	204	–	–	﹤0.01%	628
2025 Q2	$10.5K	Hold	204	–	–	﹤0.01%	605
2025 Q1	$10.4K	Hold	204	–	–	﹤0.01%	583
2024 Q4	$10.3K	Hold	204	–	–	﹤0.01%	588
2024 Q3	$10.7K	Hold	204	–	–	﹤0.01%	550
2024 Q2	$10.2K	Hold	204	–	–	﹤0.01%	541
2024 Q1	$10.4K	Hold	204	–	–	﹤0.01%	515
2023 Q4	$10.5K	Hold	204	–	–	﹤0.01%	506
2023 Q3	$9.81K	Hold	204	–	–	﹤0.01%	510
2023 Q2	$10.2K	Hold	204	–	–	﹤0.01%	524
2023 Q1	$10.3K	Hold	204	–	–	﹤0.01%	519
2022 Q4	$10K	Hold	204	–	–	﹤0.01%	451
2022 Q3	$10K	Hold	204	–	–	﹤0.01%	445
2022 Q2	$10K	Hold	204	–	–	﹤0.01%	547
2022 Q1	$11K	Hold	204	–	–	﹤0.01%	529
2021 Q4	$12K	Hold	204	–	–	﹤0.01%	499
2021 Q3	$12K	Hold	204	–	–	﹤0.01%	482
2021 Q2	$12K	Hold	204	–	–	﹤0.01%	461
2021 Q1	$12K	Hold	204	–	–	﹤0.01%	436
2020 Q4	$13K	Hold	204	–	–	﹤0.01%	403
2020 Q3	$12K	Hold	204	–	–	﹤0.01%	375
2020 Q2	$12K	Hold	204	–	–	0.01%	354
2020 Q1	$11K	Buy	+204	New	+$11.8K	0.01%	349

Other funds holding USIG

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

HHM Wealth Advisors's USIG Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 204 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

HHM Wealth Advisors first reported a position in USIG in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.2K in Q4 2025. 142 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

HHM Wealth Advisors held 204 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $10.5K as of Q2 2026.
HHM Wealth Advisors left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #626 holding.
HHM Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $16.2K in Q4 2025.
142 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.