JGP Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

JGP Wealth Management’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	$1.09M	Sell	22,289 -3,369	-13%	-$169K	0.1%	111
2026 Q2	$1.32M	Buy	25,658 +3,723	+17%	+$191K	0.12%	96
2026 Q1	$1.12M	Sell	21,935 -4,690	-18%	-$243K	0.12%	96
2025 Q4	$1.38M	Buy	26,625 +18,694	+236%	+$974K	0.14%	88
2025 Q3	$414K	Buy	+7,931	New	+$409K	0.05%	150
2025 Q2	–	Sell	-4,193	Closed	-$214K	–	207
2025 Q1	$214K	Buy	+4,193	New	+$212K	0.03%	179
2019 Q4	–	Sell	-4,076	Closed	-$237K	–	134
2019 Q3	$237K	Hold	4,076	–	–	0.08%	117
2019 Q2	$233K	Buy	4,076 +44	+1%	+$2.44K	0.08%	119
2019 Q1	$223K	Sell	4,032 -35,632	-90%	-$1.92M	0.08%	115
2018 Q4	$2.1M	Buy	+39,664	New	+$2.09M	0.87%	50

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

JGP Wealth Management's USIG Position: Q3 2026 in Review

JGP Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 13% in Q3 2026, selling an estimated $169K and leaving 22,289 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #111.

JGP Wealth Management first reported a position in USIG in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2018. 147 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

JGP Wealth Management held 22,289 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.09M as of Q3 2026.
JGP Wealth Management sold 3,369 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $169K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of JGP Wealth Management's portfolio in Q3 2026, its #111 holding.
JGP Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 10 quarters since.
JGP Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.1M in Q4 2018.
147 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.