Pinnacle Wealth Planning Services
USIG icon

Pinnacle Wealth Planning Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pinnacle Wealth Planning Services’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 		$43.8K Hold
900
– – ﹤0.01% 1356
2026
Q2 		$46.2K Hold
900
– – ﹤0.01% 1321
2026
Q1 		$46.1K Hold
900
– – ﹤0.01% 1250
2025
Q4 		$46.6K Buy
+900
New +$46.9K ﹤0.01% 1243

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Pinnacle Wealth Planning Services's USIG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2026 at 900 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Pinnacle Wealth Planning Services first reported a position in USIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $46.6K in Q4 2025. 168 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 900 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $43.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1356 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $46.6K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.