Perigon Wealth Management
USIG icon

Perigon Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Perigon Wealth Management’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 		$581K Buy
11,937
+1,216
+11% +$61K 0.01% 826
2026
Q2 		$550K Buy
10,721
+409
+4% +$20.9K 0.01% 841
2026
Q1 		$528K Buy
10,312
+967
+10% +$50.1K 0.01% 782
2025
Q4 		$484K Sell
9,345
-179
-2% -$9.32K 0.01% 816
2025
Q3 		$497K Buy
9,524
+1,408
+17% +$72.6K 0.01% 745
2025
Q2 		$417K Buy
8,116
+713
+10% +$36K 0.01% 733
2025
Q1 		$378K Sell
7,403
-1,118
-13% -$56.6K 0.01% 726
2024
Q4 		$428K Buy
8,521
+571
+7% +$29.2K 0.01% 684
2024
Q3 		$418K Sell
7,950
-824
-9% -$42.5K 0.01% 674
2024
Q2 		$441K Sell
8,774
-83
-0.9% -$4.15K 0.01% 572
2024
Q1 		$450K Buy
8,857
+278
+3% +$14.1K 0.01% 563
2023
Q4 		$440K Buy
8,579
+145
+2% +$7.08K 0.01% 537
2023
Q3 		$405K Sell
8,434
-197
-2% -$9.7K 0.02% 496
2023
Q2 		$432K Buy
+8,631
New +$433K 0.02% 495
2021
Q1 		– Sell
-750
Closed -$46K – 1011
2020
Q4 		$46K Buy
+750
New +$45.9K 0.01% 769

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
SIMA Wealth Partners
SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

Perigon Wealth Management's USIG Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q3 2026, buying an estimated $61K and bringing the position to 11,937 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #826.

Perigon Wealth Management first reported a position in USIG in Q4 2020 and has held it in 15 quarters since. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Perigon Wealth Management held 11,937 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $581K as of Q3 2026.
  • Perigon Wealth Management bought 1,216 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $61K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #826 holding.
  • Perigon Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.