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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
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% -$9.69K 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perigon Wealth Management's USIG Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 10% in Q1 2026, buying an estimated $50.1K and bringing the position to 10,312 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #782.

Perigon Wealth Management first reported a position in USIG in Q4 2020 and has held it in 13 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Perigon Wealth Management held 10,312 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $528K as of Q1 2026.
  • Perigon Wealth Management bought 967 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $50.1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #782 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 13 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.