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

Market Street Wealth Management 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	$669K	Hold	13,040	–	–	0.1%	67
2026 Q1	$668K	Hold	13,040	–	–	0.11%	62
2025 Q4	$675K	Sell	13,040 -218	-2%	-$11.4K	0.11%	63
2025 Q3	$692K	Hold	13,258	–	–	0.11%	64
2025 Q2	$682K	Hold	13,258	–	–	0.11%	60
2025 Q1	$677K	Sell	13,258 -596	-4%	-$30.2K	0.12%	59
2024 Q4	$697K	Hold	13,854	–	–	0.12%	59
2024 Q3	$728K	Hold	13,854	–	–	0.12%	58
2024 Q2	$696K	Sell	13,854 -254	-2%	-$12.7K	0.12%	58
2024 Q1	$716K	Sell	14,108 -11,346	-45%	-$574K	0.13%	61
2023 Q4	$1.3M	Buy	25,454 +3,547	+16%	+$173K	0.27%	48
2023 Q3	$1.05M	Sell	21,907 -2,394	-10%	-$118K	0.27%	48
2023 Q2	$1.22M	Sell	24,301 -391	-2%	-$19.6K	0.31%	46
2023 Q1	$1.25M	Sell	24,692 -1,794	-7%	-$90.1K	0.33%	45
2022 Q4	$1.3M	Buy	26,486 +45	+0.2%	+$2.19K	0.38%	48
2022 Q3	$1.27M	Sell	26,441 -17,169	-39%	-$875K	0.4%	55
2022 Q2	$2.22M	Buy	43,610 +27,871	+177%	+$1.45M	0.69%	32
2022 Q1	$866K	Buy	15,739 +4,256	+37%	+$242K	0.31%	50
2021 Q4	$686K	Buy	11,483 +2,743	+31%	+$165K	0.22%	50
2021 Q3	$525K	Buy	8,740 +1,701	+24%	+$104K	0.21%	50
2021 Q2	$426K	Buy	7,039 +1,876	+36%	+$112K	0.19%	51
2021 Q1	$305K	Buy	+5,163	New	+$311K	0.18%	54

Other funds holding USIG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Market Street Wealth Management Advisors's USIG Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 13,040 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #67.

Market Street Wealth Management Advisors first reported a position in USIG in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.22M in Q2 2022. 285 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Market Street Wealth Management Advisors held 13,040 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $669K as of Q2 2026.
Market Street Wealth Management Advisors left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #67 holding.
Market Street Wealth Management Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Market Street Wealth Management Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.22M in Q2 2022.
285 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.