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

Networth 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 		$4.3K Buy
88
+1
+1% +$50 ﹤0.01% 248
2026
Q2 		$4.48K Buy
87
+40
+85% +$2.05K ﹤0.01% 241
2026
Q1 		$2.41K Hold
47
– – ﹤0.01% 282
2025
Q4 		$2.43K Buy
+47
New +$2.45K ﹤0.01% 245

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

Networth Advisors's USIG Position: Q3 2026 in Review

Networth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q3 2026, buying an estimated $50 and bringing the position to 88 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Networth Advisors first reported a position in USIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.48K in Q2 2026. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Networth Advisors held 88 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.3K as of Q3 2026.
  • Networth Advisors bought 1 iShares Broad USD Investment Grade Corporate Bond ETF share in Q3 2026, an estimated $50.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #248 holding.
  • Networth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.48K in Q2 2026.
  • 261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.