Rydar Equities’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Rydar Equities’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	$6.67K	Buy	+137	New	+$6.87K	﹤0.01%	335

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

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 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

Rydar Equities's USIG Position: Q3 2026 in Review

Rydar Equities opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026: 137 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings.

67 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Rydar Equities held 137 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.67K as of Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Rydar Equities position in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Rydar Equities's portfolio in Q3 2026, its #335 holding.
67 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.