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

Stewardship 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	$270K	Buy	5,257 +165	+3%	+$8.45K	0.06%	144
2026 Q1	$261K	Buy	5,092 +360	+8%	+$18.6K	0.06%	134
2025 Q4	$245K	Buy	4,732 +264	+6%	+$13.8K	0.06%	134
2025 Q3	$233K	Sell	4,468 -5	-0.1%	-$258	0.06%	137
2025 Q2	$230K	Buy	+4,473	New	+$226K	0.06%	135

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Stewardship Advisors's USIG Position: Q2 2026 in Review

Stewardship Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.2% in Q2 2026, buying an estimated $8.45K and bringing the position to 5,257 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #144.

Stewardship Advisors first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Stewardship Advisors held 5,257 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $270K as of Q2 2026.
Stewardship Advisors bought 165 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.45K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of Stewardship Advisors's portfolio in Q2 2026, its #144 holding.
Stewardship Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.