JFS Wealth Advisors
USIG icon

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

JFS 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 		$4.53K Hold
93
– – ﹤0.01% 1275
2026
Q2 		$4.77K Buy
+93
New +$4.76K ﹤0.01% 1289
2022
Q4 		– Sell
-13,479
Closed -$648K – 1997
2022
Q3 		$648K Hold
13,479
– – 0.07% 130
2022
Q2 		$687K Buy
+13,479
New +$702K 0.07% 123

Other funds holding USIG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
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
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

JFS Wealth Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 93 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

JFS Wealth Advisors first reported a position in USIG in Q2 2022 and has held it in 4 quarters since. The position peaked at $687K in Q2 2022. 367 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • JFS Wealth Advisors held 93 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.53K as of Q3 2026.
  • JFS Wealth Advisors left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1275 holding.
  • JFS Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 4 quarters since.
  • JFS Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $687K in Q2 2022.
  • 367 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.