NBC Securities’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

NBC Securities’s Portfolio QIG Stock Details QIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,549	Closed	-$1.15M	–	2907
2025 Q4	$1.15M	Sell	25,549 -897	-3%	-$40.6K	0.09%	245
2025 Q3	$1.2M	Sell	26,446 -16	-0.1%	-$718	0.09%	235
2025 Q2	$1.18M	Buy	26,462 +1,486	+6%	+$65.4K	0.1%	236
2025 Q1	$1.11M	Buy	24,976 +24,975	+2,497,500%	+$1.1M	0.09%	231
2024 Q4	$47	Sell	1 -1,078	-100%	-$48.2K	﹤0.01%	1049
2024 Q3	$49K	Hold	1,079	–	–	﹤0.01%	1189
2024 Q2	$47K	Hold	1,079	–	–	﹤0.01%	1162
2024 Q1	$47K	Hold	1,079	–	–	﹤0.01%	1154
2023 Q4	$48K	Hold	1,079	–	–	﹤0.01%	1142
2023 Q3	$45K	Buy	+1,079	New	+$46.5K	﹤0.01%	1162

Other funds holding QIG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NBC Securities's QIG Position: Q1 2026 in Review

NBC Securities sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2026, closing a stake of 25,549 shares — an estimated $1.15M sold.

NBC Securities first reported a position in QIG in Q3 2023 and held it in 10 quarters. The position peaked at $1.2M in Q3 2025. 11 funds tracked by Wall St. Rank hold QIG as of Q1 2026.

NBC Securities reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 25,549 WisdomTree U.S. Corporate Bond Fund shares in Q1 2026, an estimated $1.15M.
NBC Securities first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2023 and held it in 10 quarters.
NBC Securities's WisdomTree U.S. Corporate Bond Fund position peaked at $1.2M in Q3 2025.
11 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.