IWA
USIG icon

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

IVC 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 		$8.33M Buy
162,344
+6,490
+4% +$332K 3.25% 7
2026
Q1 		$7.98M Buy
155,854
+3,956
+3% +$205K 3.47% 7
2025
Q4 		$7.86M Buy
151,898
+3,421
+2% +$178K 3.42% 6
2025
Q3 		$7.75M Buy
148,477
+11,887
+9% +$613K 3.47% 5
2025
Q2 		$7.03M Buy
136,590
+29,558
+28% +$1.49M 3.43% 5
2025
Q1 		$5.47M Buy
107,032
+19,617
+22% +$994K 2.94% 7
2024
Q4 		$4.4M Buy
87,415
+3,889
+5% +$199K 2.46% 7
2024
Q3 		$4.39M Buy
83,526
+765
+0.9% +$39.5K 2.4% 7
2024
Q2 		$4.16M Buy
82,761
+6,544
+9% +$327K 2.32% 6
2024
Q1 		$3.87M Buy
76,217
+6,699
+10% +$339K 2.23% 6
2023
Q4 		$3.56M Sell
69,518
-1,661
-2% -$81K 2.22% 6
2023
Q3 		$3.42M Buy
71,179
+4,683
+7% +$230K 2.29% 5
2023
Q2 		$3.33M Buy
66,496
+14,105
+27% +$708K 2.11% 5
2023
Q1 		$2.65M Buy
52,391
+11,405
+28% +$573K 1.88% 6
2022
Q4 		$2.01M Sell
40,986
-2,556
-6% -$125K 1.48% 12
2022
Q3 		$2.09M Sell
43,542
-113
-0.3% -$5.76K 1.68% 7
2022
Q2 		$2.23M Buy
43,655
+560
+1% +$29.2K 1.72% 7
2022
Q1 		$2.37M Buy
43,095
+2,484
+6% +$141K 1.56% 9
2021
Q4 		$2.43M Buy
40,611
+4,209
+12% +$252K 1.56% 8
2021
Q3 		$2.19M Buy
36,402
+737
+2% +$44.9K 1.51% 9
2021
Q2 		$2.16M Sell
35,665
-164
-0.5% -$9.79K 1.52% 10
2021
Q1 		$2.12M Buy
35,829
+7,226
+25% +$435K 1.67% 8
2020
Q4 		$1.77M Buy
+28,603
New +$1.75M 1.69% 11

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
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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

IVC Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.2% in Q2 2026, buying an estimated $332K and bringing the position to 162,344 shares worth $8.33M. The position accounts for 3.25% of the portfolio, ranked #7.

IVC Wealth Advisors first reported a position in USIG in Q4 2020 and has held it in 23 quarters since. 60 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • IVC Wealth Advisors held 162,344 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.33M as of Q2 2026.
  • IVC Wealth Advisors bought 6,490 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $332K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 3.25% of IVC Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • IVC Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.