Signature Estate & Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Signature Estate & Investment 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	$3.04M	Buy	59,362 +11,612	+24%	+$595K	0.05%	139
2026 Q1	$2.45M	Buy	47,750 +974	+2%	+$50.4K	0.05%	151
2025 Q4	$2.42M	Buy	46,776 +10,231	+28%	+$533K	0.05%	151
2025 Q3	$1.91M	Buy	36,545 +247	+0.7%	+$12.7K	0.04%	168
2025 Q2	$1.87M	Sell	36,298 -1,869	-5%	-$94.5K	0.04%	159
2025 Q1	$1.95M	Buy	38,167 +4,796	+14%	+$243K	0.05%	142
2024 Q4	$1.68M	Buy	33,371 +4,455	+15%	+$228K	0.04%	160
2024 Q3	$1.52M	Buy	28,916 +5,381	+23%	+$278K	0.04%	161
2024 Q2	$1.18M	Buy	+23,535	New	+$1.18M	0.03%	173

Other funds holding USIG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Signature Estate & Investment Advisors's USIG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 24% in Q2 2026, buying an estimated $595K and bringing the position to 59,362 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #139.

Signature Estate & Investment Advisors first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Signature Estate & Investment Advisors held 59,362 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.04M as of Q2 2026.
Signature Estate & Investment Advisors bought 11,612 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $595K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #139 holding.
Signature Estate & Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
285 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.