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Petra Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Petra Financial Advisors’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 		$264K Buy
+5,146
New +$264K 0.12% 149

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

Petra Financial Advisors's USIG Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 5,146 shares worth $264K. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

184 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Petra Financial Advisors held 5,146 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $264K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Petra Financial Advisors position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.12% of Petra Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • 184 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.