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Rational Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Rational Advisors’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
Q2 		$14.4M Buy
+281,728
New +$14.4M 1.33% 20

Other funds holding USIG

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Rational Advisors's USIG Position: Q2 2026 in Review

Rational Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 281,728 shares worth $14.4M. The stake represents 1.33% of the portfolio and ranks #20 among its holdings.

126 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Rational Advisors held 281,728 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $14.4M as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Rational Advisors position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 1.33% of Rational Advisors's portfolio in Q2 2026, its #20 holding.
  • 126 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.