Pacifica Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pacifica Partners’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	–	Sell	-1,710	Closed	-$87.4K	–	424
2026 Q2	$87.4K	Hold	1,710	–	–	0.03%	165
2026 Q1	$87.6K	Hold	1,710	–	–	0.03%	166
2025 Q4	$88.5K	Hold	1,710	–	–	0.04%	151
2025 Q3	$89.2K	Hold	1,710	–	–	0.03%	163
2025 Q2	$87.6K	Sell	1,710 -90	-5%	-$4.55K	0.04%	159
2025 Q1	$92K	Hold	1,800	–	–	0.04%	152
2024 Q4	$90.5K	Hold	1,800	–	–	0.04%	154
2024 Q3	$94.6K	Sell	1,800 -4	-0.2%	-$206	0.04%	158
2024 Q2	$90.8K	Buy	+1,804	New	+$90.2K	0.04%	163

Other funds holding USIG

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SWP

SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Pacifica Partners's USIG Position: Q3 2026 in Review

Pacifica Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026, closing a stake of 1,710 shares — an estimated $87.4K sold.

Pacifica Partners first reported a position in USIG in Q2 2024 and held it in 9 quarters. The position peaked at $94.6K in Q3 2024. 67 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Pacifica Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Pacifica Partners sold 1,710 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $87.4K.
Pacifica Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 9 quarters.
Pacifica Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $94.6K in Q3 2024.
67 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.