MCF Advisors
USIG icon

MCF Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

MCF 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
Q3 		$42.8M Buy
878,909
+47,299
+6% +$2.37M 1.52% 17
2026
Q2 		$42.7M Buy
831,610
+71,818
+9% +$3.68M 1.52% 17
2026
Q1 		$38.9M Sell
759,792
-3,308
-0.4% -$171K 1.71% 16
2025
Q4 		$39.5M Sell
763,100
-6,637
-0.9% -$346K 2.18% 13
2025
Q3 		$40.2M Buy
769,737
+92,918
+14% +$4.79M 2.46% 12
2025
Q2 		$34.8M Sell
676,819
-43,123
-6% -$2.18M 2.3% 14
2025
Q1 		$36.8M Sell
719,942
-20,868
-3% -$1.06M 2.65% 10
2024
Q4 		$37.2M Buy
740,810
+77,705
+12% +$3.98M 2.61% 10
2024
Q3 		$34.9M Buy
663,105
+27,829
+4% +$1.44M 2.45% 12
2024
Q2 		$31.9M Buy
635,276
+14,627
+2% +$732K 2.42% 11
2024
Q1 		$31.5M Buy
620,649
+43,568
+8% +$2.21M 2.44% 12
2023
Q4 		$29.6M Buy
577,081
+17,603
+3% +$859K 2.42% 12
2023
Q3 		$26.9M Buy
559,478
+27,834
+5% +$1.37M 2.43% 11
2023
Q2 		$26.6M Buy
531,644
+24,039
+5% +$1.21M 2.4% 12
2023
Q1 		$25.7M Buy
507,605
+24,230
+5% +$1.22M 2.4% 12
2022
Q4 		$23.7M Buy
483,375
+261,456
+118% +$12.7M 2.42% 12
2022
Q3 		$10.7M Buy
221,919
+219,088
+7,739% +$11.2M 1.19% 16
2022
Q2 		$144K Hold
2,831
– – 0.02% 218
2022
Q1 		$156K Buy
+2,831
New +$161K 0.01% 220

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

MCF Advisors's USIG Position: Q3 2026 in Review

MCF Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.7% in Q3 2026, buying an estimated $2.37M and bringing the position to 878,909 shares worth $42.8M. The position accounts for 1.52% of the portfolio, ranked #17.

MCF Advisors first reported a position in USIG in Q1 2022 and has held it in 19 quarters since. 161 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • MCF Advisors held 878,909 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $42.8M as of Q3 2026.
  • MCF Advisors bought 47,299 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.37M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.52% of MCF Advisors's portfolio in Q3 2026, its #17 holding.
  • MCF Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.