Private Advisor Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $562K | Buy |
10,964
+350
| +3% | +$18.1K | ﹤0.01% | 1788 |
|
|
2025
Q4 | $549K | Sell |
10,614
-2,358
| -18% | -$123K | ﹤0.01% | 1761 |
|
|
2025
Q3 | $677K | Buy |
12,972
+73
| +0.6% | +$3.77K | ﹤0.01% | 1605 |
|
|
2025
Q2 | $664K | Buy |
12,899
+4,217
| +49% | +$213K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $443K | Sell |
8,682
-3,911
| -31% | -$198K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $633K | Sell |
12,593
-6,780
| -35% | -$347K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $1.02M | Sell |
19,373
-3,809
| -16% | -$197K | 0.01% | 1225 |
|
|
2024
Q2 | $1.16M | Buy |
23,182
+4,764
| +26% | +$238K | 0.01% | 1113 |
|
|
2024
Q1 | $935K | Sell |
18,418
-74
| -0.4% | -$3.75K | 0.01% | 1186 |
|
|
2023
Q4 | $948K | Buy |
18,492
+2,879
| +18% | +$140K | 0.01% | 1142 |
|
|
2023
Q3 | $751K | Buy |
15,613
+6,533
| +72% | +$321K | 0.01% | 1184 |
|
|
2023
Q2 | $455K | Sell |
9,080
-359
| -4% | -$18K | ﹤0.01% | 1411 |
|
|
2023
Q1 | $478K | Sell |
9,439
-1,532
| -14% | -$77K | ﹤0.01% | 1358 |
|
|
2022
Q4 | $243K | Sell |
10,971
-202
| -2% | -$9.84K | 0.01% | 828 |
|
|
2022
Q3 | $537K | Buy |
11,173
+4,161
| +59% | +$212K | 0.01% | 1196 |
|
|
2022
Q2 | $357K | Sell |
7,012
-557
| -7% | -$29K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $416K | Buy |
7,569
+4,007
| +112% | +$227K | ﹤0.01% | 1512 |
|
|
2021
Q4 | $213K | Buy |
+3,562
| New | +$214K | ﹤0.01% | 1904 |
|
|
2021
Q3 | – | Sell |
-44,467
| Closed | -$2.69M | – | 2097 |
|
|
2021
Q2 | $2.69M | Buy |
44,467
+4,996
| +13% | +$298K | 0.02% | 648 |
|
|
2021
Q1 | $2.33M | Sell |
39,471
-86
| -0.2% | -$5.18K | 0.02% | 649 |
|
|
2020
Q4 | $2.45M | Buy |
39,557
+1,066
| +3% | +$65.3K | 0.03% | 597 |
|
|
2020
Q3 | $2.34M | Buy |
38,491
+2,805
| +8% | +$172K | 0.03% | 509 |
|
|
2020
Q2 | $2.16M | Buy |
+35,686
| New | +$2.09M | 0.03% | 509 |
|
|
2018
Q2 | – | Sell |
-3,932
| Closed | -$214K | – | 1449 |
|
|
2018
Q1 | $214K | Buy |
+3,932
| New | +$216K | 0.01% | 1033 |
|
|
2017
Q4 | – | Sell |
-6,178
| Closed | -$346K | – | 1409 |
|
|
2017
Q3 | $346K | Sell |
6,178
-140
| -2% | -$7.84K | 0.01% | 1068 |
|
|
2017
Q2 | $351K | Sell |
6,318
-1,380
| -18% | -$76.6K | 0.01% | 998 |
|
|
2017
Q1 | $423K | Sell |
7,698
-2,472
| -24% | -$135K | 0.01% | 913 |
|
|
2016
Q4 | $558K | Buy |
10,170
+2,088
| +26% | +$115K | 0.02% | 693 |
|
|
2016
Q3 | $456K | Buy |
8,082
+3,876
| +92% | +$221K | 0.02% | 687 |
|
|
2016
Q2 | $240K | Buy |
+4,206
| New | +$234K | 0.01% | 914 |
|
|
2014
Q4 | – | Sell |
-1,696
| Closed | -$94K | – | 1275 |
|
|
2014
Q3 | $94K | Buy |
+1,696
| New | +$94.3K | 0.01% | 962 |
|
Other funds holding USIG
TWIM
TCIIS
Private Advisor Group's USIG Position: Q1 2026 in Review
Private Advisor Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.3% in Q1 2026, buying an estimated $18.1K and bringing the position to 10,964 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.
Private Advisor Group first reported a position in USIG in Q3 2014 and has held it in 31 quarters since. The position peaked at $2.69M in Q2 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.
- Private Advisor Group held 10,964 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $562K as of Q1 2026.
- Private Advisor Group bought 350 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $18.1K.
- iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1788 holding.
- Private Advisor Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 31 quarters since.
- Private Advisor Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.69M in Q2 2021.
- 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.