Wealth Enhancement Advisory Services
USIG icon

Wealth Enhancement Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.2M Buy
141,923
+390
+0.3% +$20K 0.01% 819
2026
Q1 		$7.25M Sell
141,533
-37,094
-21% -$1.92M 0.01% 720
2025
Q4 		$9.27M Buy
178,627
+11,077
+7% +$577K 0.01% 721
2025
Q3 		$8.73M Buy
167,550
+41,082
+32% +$2.12M 0.01% 711
2025
Q2 		$6.47M Buy
126,468
+12,287
+11% +$621K 0.01% 794
2025
Q1 		$5.83M Buy
114,181
+6,784
+6% +$344K 0.01% 773
2024
Q4 		$5.4M Buy
107,397
+74,632
+228% +$3.82M 0.01% 774
2024
Q3 		$1.72M Sell
32,765
-1,054
-3% -$54.4K ﹤0.01% 1132
2024
Q2 		$1.7M Buy
33,819
+1,409
+4% +$70.5K ﹤0.01% 1058
2024
Q1 		$1.65M Sell
32,410
-11,687
-27% -$592K ﹤0.01% 1023
2023
Q4 		$2.26M Sell
44,097
-977
-2% -$47.7K 0.01% 859
2023
Q3 		$2.17M Buy
45,074
+28,866
+178% +$1.42M 0.01% 832
2023
Q2 		$812K Sell
16,208
-12,737
-44% -$639K 0.01% 290
2023
Q1 		$1.47M Sell
28,945
-8,432
-23% -$424K 0.02% 259
2022
Q4 		$1.9M Buy
37,377
+2,199
+6% +$107K 0.02% 178
2022
Q3 		$1.69M Buy
35,178
+11,377
+48% +$580K 0.02% 184
2022
Q2 		$1.21M Sell
23,801
-13,021
-35% -$678K 0.02% 237
2022
Q1 		$2.03M Buy
+36,822
New +$2.09M 0.03% 191

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's USIG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.28% in Q2 2026, buying an estimated $20K and bringing the position to 141,923 shares worth $7.2M. The position accounts for 0.01% of the portfolio, ranked #819.

Wealth Enhancement Advisory Services first reported a position in USIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.27M in Q4 2025. 71 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 141,923 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $7.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 390 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #819 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.27M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.