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Patriot Investment Management Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Patriot Investment Management Group’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 		$1.27M Sell
24,718
-180
-0.7% -$9.22K 0.07% 104
2026
Q1 		$1.28M Buy
24,898
+370
+2% +$19.2K 0.08% 101
2025
Q4 		$1.27M Buy
24,528
+170
+0.7% +$8.85K 0.08% 99
2025
Q3 		$1.27M Sell
24,358
-284
-1% -$14.7K 0.08% 100
2025
Q2 		$1.27M Sell
24,642
-500
-2% -$25.3K 0.09% 95
2025
Q1 		$1.28M Buy
25,142
+144
+0.6% +$7.29K 0.1% 89
2024
Q4 		$1.26M Hold
24,998
– – 0.09% 93
2024
Q3 		$1.31M Buy
24,998
+40
+0.2% +$2.06K 0.1% 96
2024
Q2 		$1.25M Hold
24,958
– – 0.1% 92
2024
Q1 		$1.27M Buy
24,958
+2,057
+9% +$104K 0.1% 90
2023
Q4 		$1.17M Buy
22,901
+3,043
+15% +$148K 0.1% 94
2023
Q3 		$955K Buy
19,858
+140
+0.7% +$6.89K 0.09% 107
2023
Q2 		$988K Hold
19,718
– – 0.08% 109
2023
Q1 		$999K Buy
19,718
+251
+1% +$12.6K 0.09% 109
2022
Q4 		$993K Sell
19,467
-4,090
-17% -$199K 0.09% 109
2022
Q3 		$1.13M Sell
23,557
-200
-0.8% -$10.2K 0.12% 94
2022
Q2 		$1.21M Sell
23,757
-735
-3% -$38.3K 0.12% 97
2022
Q1 		$1.35M Sell
24,492
-255
-1% -$14.5K 0.12% 96
2021
Q4 		$1.48M Buy
24,747
+1,165
+5% +$69.9K 0.13% 93
2021
Q3 		$1.42M Buy
23,582
+1,889
+9% +$115K 0.13% 85
2021
Q2 		$1.31M Sell
21,693
-341
-2% -$20.4K 0.12% 92
2021
Q1 		$1.3M Buy
22,034
+6,833
+45% +$412K 0.13% 89
2020
Q4 		$942K Buy
15,201
+277
+2% +$17K 0.14% 82
2020
Q3 		$907K Buy
14,924
+3,317
+29% +$203K 0.11% 101
2020
Q2 		$701K Sell
11,607
-72
-0.6% -$4.21K 0.09% 119
2020
Q1 		$654K Buy
11,679
+83
+0.7% +$4.82K 0.1% 111
2019
Q4 		$676K Sell
11,596
-240
-2% -$14K 0.09% 127
2019
Q3 		$693K Hold
11,836
– – 0.1% 122
2019
Q2 		$675K Sell
11,836
-533
-4% -$29.6K 0.09% 123
2019
Q1 		$683K Buy
+12,369
New +$668K 0.1% 120

Other funds holding USIG

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
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Patriot Investment Management Group's USIG Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.72% in Q2 2026, selling an estimated $9.22K and leaving 24,718 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #104.

Patriot Investment Management Group first reported a position in USIG in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.48M in Q4 2021. 140 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Patriot Investment Management Group held 24,718 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.27M as of Q2 2026.
  • Patriot Investment Management Group sold 180 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.22K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.07% of Patriot Investment Management Group's portfolio in Q2 2026, its #104 holding.
  • Patriot Investment Management Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.48M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.