IVC Wealth Advisors
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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
Q3 		$8.19M Buy
168,215
+5,871
+4% +$294K 3.29% 7
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 		$2.22M 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% -$9.8K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

IVC Wealth Advisors's USIG Position: Q3 2026 in Review

IVC Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.6% in Q3 2026, buying an estimated $294K and bringing the position to 168,215 shares worth $8.19M. The position accounts for 3.29% of the portfolio, ranked #7.

IVC Wealth Advisors first reported a position in USIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.33M in Q2 2026. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • IVC Wealth Advisors held 168,215 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $8.19M as of Q3 2026.
  • IVC Wealth Advisors bought 5,871 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $294K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 3.29% of IVC Wealth Advisors's portfolio in Q3 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 24 quarters since.
  • IVC Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.33M in Q2 2026.
  • 261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.