JWA
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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
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

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 93 shares worth $4.77K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in USIG as recently as Q3 2022.

JFS Wealth Advisors first reported a position in USIG in Q2 2022 and has held it in 3 quarters since. The position peaked at $687K in Q2 2022. 53 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • JFS Wealth Advisors held 93 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.77K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new JFS Wealth Advisors position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1289 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 3 quarters since.
  • JFS Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $687K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.