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 Q3	$268K	Buy	5,508 +251	+5%	+$12.6K	0.06%	148
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 $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Stewardship Advisors's USIG Position: Q3 2026 in Review

Stewardship Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.8% in Q3 2026, buying an estimated $12.6K and bringing the position to 5,508 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #148.

Stewardship Advisors first reported a position in USIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $270K in Q2 2026. 283 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Stewardship Advisors held 5,508 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $268K as of Q3 2026.
Stewardship Advisors bought 251 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $12.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of Stewardship Advisors's portfolio in Q3 2026, its #148 holding.
Stewardship Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Stewardship Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $270K in Q2 2026.
283 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.