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

Pines 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	$1.01M	Sell	20,659 -795	-4%	-$39.9K	0.29%	88
2026 Q2	$1.1M	Buy	21,454 +3,083	+17%	+$158K	0.32%	84
2026 Q1	$941K	Buy	18,371 +107	+0.6%	+$5.54K	0.3%	86
2025 Q4	$946K	Buy	18,264 +145	+0.8%	+$7.55K	0.31%	83
2025 Q3	$946K	Sell	18,119 -1,137	-6%	-$58.7K	0.32%	82
2025 Q2	$986K	Sell	19,256 -6,318	-25%	-$319K	0.35%	72
2025 Q1	$1.27M	Buy	25,574 +489	+2%	+$24.8K	0.59%	39
2024 Q4	$1.25M	Buy	+25,085	New	+$1.28M	0.54%	46

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

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

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

Pines Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.7% in Q3 2026, selling an estimated $39.9K and leaving 20,659 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #88.

Pines Wealth Management first reported a position in USIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2025. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Pines Wealth Management held 20,659 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.01M as of Q3 2026.
Pines Wealth Management sold 795 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $39.9K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.29% of Pines Wealth Management's portfolio in Q3 2026, its #88 holding.
Pines Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.27M in Q1 2025.
110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.