Lyell Wealth Management
USIG icon

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

Lyell 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 		$310K Hold
6,360
– – 0.02% 194
2026
Q2 		$326K Sell
6,360
-350
-5% -$17.9K 0.02% 190
2026
Q1 		$344K Hold
6,710
– – 0.03% 173
2025
Q4 		$347K Hold
6,710
– – 0.03% 174
2025
Q3 		$350K Sell
6,710
-1,440
-18% -$74.3K 0.03% 168
2025
Q2 		$419K Sell
8,150
-1,665
-17% -$84.1K 0.03% 156
2025
Q1 		$501K Hold
9,815
– – 0.05% 145
2024
Q4 		$493K Hold
9,815
– – 0.04% 143
2024
Q3 		$516K Hold
9,815
– – 0.05% 142
2024
Q2 		$493K Hold
9,815
– – 0.05% 141
2024
Q1 		$498K Hold
9,815
– – 0.05% 139
2023
Q4 		$503K Sell
9,815
-305
-3% -$14.9K 0.06% 136
2023
Q3 		$486K Sell
10,120
-6,290
-38% -$309K 0.07% 124
2023
Q2 		$822K Sell
16,410
-1,200
-7% -$60.2K 0.11% 110
2023
Q1 		$892K Buy
17,610
+2,790
+19% +$140K 0.12% 114
2022
Q4 		$728K Sell
14,820
-5,050
-25% -$246K 0.11% 122
2022
Q3 		$955K Sell
19,870
-2,360
-11% -$120K 0.16% 102
2022
Q2 		$1.13M Buy
22,230
+2,550
+13% +$133K 0.18% 99
2022
Q1 		$1.08M Buy
19,680
+1,680
+9% +$95.4K 0.14% 101
2021
Q4 		$1.08M Buy
18,000
+4,380
+32% +$263K 0.12% 102
2021
Q3 		$819K Hold
13,620
– – 0.1% 112
2021
Q2 		$825K Sell
13,620
-600
-4% -$35.8K 0.1% 116
2021
Q1 		$840K Buy
14,220
+4,120
+41% +$248K 0.12% 104
2020
Q4 		$626K Buy
+10,100
New +$618K 0.1% 99

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

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

Lyell Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 6,360 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #194.

Lyell Wealth Management first reported a position in USIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q2 2022. 283 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Lyell Wealth Management held 6,360 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $310K as of Q3 2026.
  • Lyell Wealth Management 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 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Lyell Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Lyell Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.13M in Q2 2022.
  • 283 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.