Robinswood Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Robinswood Financial’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	$5.03K	Hold	98	–	–	﹤0.01%	342
2026 Q1	$5.02K	Hold	98	–	–	﹤0.01%	326
2025 Q4	$5.07K	Hold	98	–	–	﹤0.01%	309
2025 Q3	$5.12K	Hold	98	–	–	﹤0.01%	301
2025 Q2	$5.04K	Hold	98	–	–	﹤0.01%	300
2025 Q1	$5K	Buy	+98	New	+$4.96K	﹤0.01%	292

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return