FAI Advisors, Inc.’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

FAI Advisors, Inc.’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	$641K	Buy	13,158 +165	+1%	+$8.28K	0.25%	76
2026 Q2	$666K	Buy	12,993 +760	+6%	+$38.9K	0.26%	75
2026 Q1	$627K	Buy	12,233 +814	+7%	+$42.1K	0.28%	69
2025 Q4	$591K	Buy	11,419 +412	+4%	+$21.5K	0.26%	74
2025 Q3	$575K	Sell	11,007 -153	-1%	-$7.89K	0.26%	70
2025 Q2	$574K	Sell	11,160 -1,536	-12%	-$77.6K	0.28%	67
2025 Q1	$649K	Sell	12,696 -17,133	-57%	-$868K	0.35%	64
2024 Q4	$1.5M	Buy	+29,829	New	+$1.53M	0.67%	34

Other funds holding USIG

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 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

FAI Advisors, Inc.'s USIG Position: Q3 2026 in Review

FAI Advisors, Inc. increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.3% in Q3 2026, buying an estimated $8.28K and bringing the position to 13,158 shares worth $641K. The position accounts for 0.25% of the portfolio, ranked #76.

FAI Advisors, Inc. first reported a position in USIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2024. 138 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

FAI Advisors, Inc. held 13,158 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $641K as of Q3 2026.
FAI Advisors, Inc. bought 165 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $8.28K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.25% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #76 holding.
FAI Advisors, Inc. first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.5M in Q4 2024.
138 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.