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WPG Advisers’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

WPG Advisers’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 		$108K Buy
2,109
+34
+2% +$1.74K 0.06% 184
2026
Q1 		$106K Sell
2,075
-47
-2% -$2.43K 0.08% 144
2025
Q4 		$110K Buy
2,122
+3
+0.1% +$156 0.08% 153
2025
Q3 		$111K Buy
2,119
+6
+0.3% +$310 0.09% 146
2025
Q2 		$109K Sell
2,113
-340
-14% -$17.2K 0.09% 141
2025
Q1 		$125K Sell
2,453
-245
-9% -$12.4K 0.12% 133
2024
Q4 		$136K Buy
+2,698
New +$138K 0.13% 140

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
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

WPG Advisers's USIG Position: Q2 2026 in Review

WPG Advisers increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.6% in Q2 2026, buying an estimated $1.74K and bringing the position to 2,109 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #184.

WPG Advisers first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q4 2024. 285 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • WPG Advisers held 2,109 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $108K as of Q2 2026.
  • WPG Advisers bought 34 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.74K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of WPG Advisers's portfolio in Q2 2026, its #184 holding.
  • WPG Advisers first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $136K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.