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 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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

JGP Wealth Management's USIG Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 17% in Q2 2026, buying an estimated $191K and bringing the position to 25,658 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #96.

JGP Wealth Management first reported a position in USIG in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.1M in Q4 2018. 142 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

JGP Wealth Management held 25,658 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.32M as of Q2 2026.
JGP Wealth Management bought 3,723 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $191K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.12% of JGP Wealth Management's portfolio in Q2 2026, its #96 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 9 quarters since.
JGP Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.1M in Q4 2018.
142 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.