Independent Wealth Network’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Independent Wealth Network’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	$639K	Buy	13,110 +239	+2%	+$12K	0.16%	161
2026 Q2	$660K	Buy	+12,871	New	+$659K	0.17%	155

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

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

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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Independent Wealth Network's USIG Position: Q3 2026 in Review

Independent Wealth Network increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.9% in Q3 2026, buying an estimated $12K and bringing the position to 13,110 shares worth $639K. The position accounts for 0.16% of the portfolio, ranked #161.

Independent Wealth Network first reported a position in USIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $660K in Q2 2026. 207 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Independent Wealth Network held 13,110 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $639K as of Q3 2026.
Independent Wealth Network bought 239 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $12K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.16% of Independent Wealth Network's portfolio in Q3 2026, its #161 holding.
Independent Wealth Network first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
Independent Wealth Network's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $660K in Q2 2026.
207 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.