Premier Path Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Premier Path Wealth Partners’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	$13.4M	Buy	275,792 +78,998	+40%	+$3.96M	1.57%	9
2026 Q2	$10.1M	Buy	196,794 +13,058	+7%	+$669K	1.16%	14
2026 Q1	$9.41M	Sell	183,736 -32,597	-15%	-$1.69M	1.23%	15
2025 Q4	$11.2M	Sell	216,333 -17,068	-7%	-$889K	1.45%	11
2025 Q3	$12.2M	Buy	233,401 +12,368	+6%	+$638K	1.57%	8
2025 Q2	$11.4M	Buy	221,033 +8,463	+4%	+$428K	1.58%	7
2025 Q1	$10.9M	Sell	212,570 -3,050	-1%	-$155K	1.69%	7
2024 Q4	$10.8M	Buy	215,620 +7,436	+4%	+$381K	1.65%	7
2024 Q3	$10.9M	Buy	208,184 +13,849	+7%	+$715K	1.73%	6
2024 Q2	$9.8M	Sell	194,335 -35,227	-15%	-$1.76M	1.66%	6
2024 Q1	$11.4M	Buy	229,562 +228,042	+15,003%	+$11.5M	2.14%	5
2023 Q4	$445K	Buy	+1,520	New	+$74.2K	0.1%	206

Other funds holding USIG

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

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SWP

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

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Premier Path Wealth Partners's USIG Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 40% in Q3 2026, buying an estimated $3.96M and bringing the position to 275,792 shares worth $13.4M. The position accounts for 1.57% of the portfolio, ranked #9.

Premier Path Wealth Partners first reported a position in USIG in Q4 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Premier Path Wealth Partners held 275,792 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $13.4M as of Q3 2026.
Premier Path Wealth Partners bought 78,998 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.96M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.57% of Premier Path Wealth Partners's portfolio in Q3 2026, its #9 holding.
Premier Path Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
66 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.