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NorthAvenue LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

NorthAvenue LLC’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 		$26.8K Hold
523
– – 0.02% 100
2026
Q1 		$26.8K Hold
523
– – 0.02% 89
2025
Q4 		$27.1K Buy
+523
New +$27.2K 0.02% 92

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

NorthAvenue LLC's USIG Position: Q2 2026 in Review

NorthAvenue LLC held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 523 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #100.

NorthAvenue LLC first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.1K in Q4 2025. 180 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • NorthAvenue LLC held 523 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $26.8K as of Q2 2026.
  • NorthAvenue LLC 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 0.02% of NorthAvenue LLC's portfolio in Q2 2026, its #100 holding.
  • NorthAvenue LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $27.1K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.